Robyn Sefiani

Managing Director at Sefiani Communications Group

Kevin has been my trusted financial adviser and planner for over a decade, guiding me in making wise choices with superannuation, investments, estate planning and insurances. He is a pleasure to work with and well connected with other professionals including lawyers and accountants if and when needed. He has sound judgement, is a good listener, and is a pleasure to work with.

Karina Young

Health Safety & Wellbeing Manager at CSC

It is with sincerity that I provide a strong recommendation for Wealth Creation Advisors, and specifically Kevin Luthra and Antoinette Mullins. In less than 12 months I had the misfortune to experience unplanned life events which resulted in an urgent need to review and implement a robust financial strategy and plan to manage my personal short and longer term wealth. I contacted Kevin who within 24 hours calmly identified options and lead me through the processes of claiming entitlements, estate planning and wealth accumulation. WCA are experts in their field and provide personalised service that is built on sincerity and trust.

Jane Noller

Principal Accountant at Jane L Noller & Co

I engaged Antoinette to arrange Insurances for myself and my husband. I found Antoinette to be professional and at all times willing to go the extra mile to make the application process as easy as possible.

As it had been some time since I had investigated Insurance I appreciated Antoinette’s knowledge and ability to source a product that would suit both my Life and Income Protection needs and my Husband’s.

As sole practitioners it is vital that you get the correct cover and Antoinette provided the expertise needed in a friendly and prompt manner. I would highly recommend Antoinette and her services

Amara Hinchcliffe

Writer

Antoinette made an excellent first impression on me, and continues to do so whenever we meet.

We first hired Antoinette to help guide our financial decisions in 2009, and as someone who is not particularly savvy in this area, I was prepared to be intimidated by a lot of facts and figures, and requests for information that I didn’t have to hand.

It was a very pleasant surprise, therefore, when Antoinette explained our options in a way that made the complex, simple and the overwhelming, manageable. She has a lovely nature to go along with her wealth of knowledge, and her attention to detail is flawless. She is highly organised, always professional, courteous and friendly too.

We intend for Antoinette to have long-term management of our family’s financial portfolio, and are very grateful for her efforts on our behalf so far.

Sudhir Mathur, (Former) Country Head

Mphasis Australia & Chairman, NASSCOM Australia

I engaged Wealth Creation Advisors in 2008 to advise and implement an appropriate Corporate Superannuation strategy for our company, Mphasis Australia. Between 2008 and 2012 when I was heading the region, our company grew significantly and required niche advice in the area of Superannuation and Employee Benefit programs. Pawan Luthra and Antoinette Mullins ensured our employees and HR were well informed and educated on their benefits and responsibilities.

Their yearly service plans ensured we knew what to expect and they delivered on their promises. They are very knowledgeable about superannuation laws and super fund management, but more importantly they could share this knowledge efficiently with our employees through both personal meetings and employee seminars. Working with them has been a pleasure and I have found them to be very professional and prompt in their response.

After working with them for a few months in 2008, I also engaged them on a personal basis to manage my personal investment and insurance portfolio. I have found their advice very valuable and personally beneficial and can recommend their services to all senior executives looking to focus on their financial affairs. They worked with me to identify and establish the best strategies for myself and my family, to help us achieve our goals. This was very important to me as a large part of my time is occupied with my work issues and having someone like Pawan allowed me to manage my personal financial planning a lot better.

Sivakumar Sankar, HR Director, Asia Pacific

Tata Consultancy Services, APAC

Working with Pawan Luthra and his team at Wealth Creation Advisors, has left me nothing short of being impressed.

As subject matter experts, they have a complete hold of the ins and outs of the superannuation business. As business partners, they are an absolute pleasure to work with. Their professionalism, reliability and quick turnaround is second to none.

Murali Mehrwade, Sr. Manager – HR (North America Region)

Mphasis Australia

Wealth Creation Advisors were already supporting us with their Corporate Superannuation services when I joined MphasiS Australia in 2009. During initial days they helped our employees concentrate more on need for a good Superannuation plan & benefits. As our headcount grew in region it required us to relook at our benefits plan.

Pawan & Antoinette negotiated with Super Fund Company & offered our employees best in class superannuation benefits which were tailored to meet the needs of both local citizens & those on temporary resident on work permit. They also came up with alternate ways to keep in touch with our employees & interact with them on their Superannuation & investment opportunities.

They have been extremely professional in their approach & it has been a pleasure to work with them.

Tony Ogunbowale (Tunde Adegbuyi Ogunbowale)

Employee, Tata Consultancy Services

It’s been amazing how quickly Antoinette responded to my queries and advised me what to do next. Antoinette was introduced to me back in July 2011 by TCS HR manager as the contact person for TCS Super at MLC.

I discussed my intention with Antoinette to redirect my TCS super contribution from Colonial to MLC and also asked how I could remove TPD from my package and add income protection insurance. The very next business day Antoinette replied to me introducing herself as the Corporate Super Relationship Manager for the Tata super through MLC. She also attached At a Glance document for me to look at with more information about the MLC Fund.

As soon as my first contribution was transferred to MLC, I received another email from Antoinette with the following info:

• She checked my account and confirmed that my MLC super account was opened and activated;
• She updated MLC records with my email ID for future online access to the account (she attached a proof as well);
• Sent my MLC account Welcome Kit in the email;
• Also attached to the email 2 pages of MLC insurance changes letter to cancel TPD cover;
• Also on the email was a MLC Bus Super Request for Insurance form with instructions on how to complete it.

She was extremely helpful and guided me along the entire process. Antoinette was also available for question via email or direct contact whenever I had questions.

My insurance is now in place and I am very happy with the entire process thanks my Corporate Super Relationship Manager at Wealth Creation Advisors.