Craig Wylie

BCA , Dip Bus Stud, CFP^CM, AFA

Craig Wylie is a personal financial adviser, consultant, workshop presenter and founding director of C Squared Consulting Limited (C²Consulting). He has worked as a personal financial planner since 1989, prior to which he was a Chartered Accountant in Public Practice. Craig works with individuals and presents workshops for employers in the areas of Retirement planning, Financial competency and related personal financial topics. Our employer clients come from the following groups: Government Departments, Local Authorities, Public and private companies (of all sizes) as well as Not for Profit entities. He also project manages our national and other projects in addition to supporting our career development services in the area of CV writing. Craig and C²Consulting are independent of, and do not recommend, any financial products or providers. Fees are based on time engaged.

Craig’s consulting expertise includes:

Retirement planning – at all stages from discussion and guidance through to preparation of financial plans for retirement
Personal financial planning – either guidance to assist clients to prepare their own plans or preparing plans on their behalf
Superannuation pay-outs – lump sum or pension and strategies for lump sum investments
Redundancy – financial advice and planning for clients whose positions have become redundant
Financial Capability – assisting employers to structure (and deliver) financial education packages for their staff
Self-employment/setting up as a contractor – options, factors to consider, pricing services and sources of specialist advice
Asset/estate planning – options, factors to consider and sources of specialist advice

Craig’s past experience includes:

Personal financial planning for clients of all types and circumstances, with a focus on high income/net worth clients
Investment strategies and portfolio monitoring
Asset (estate) planning in conjunction with clients’ legal advisers
Income tax advice and planning (including preparing and filing tax returns for individuals, estates & trusts, partnerships and private companies)
Management advice to small business owners
Financial statement preparation
Columnist for Evening Post (now Dominion Post) on financial planning & investment issues for 6 years
Former Branch and National Chairman of the IAFP (now IFA-see below)
Former Member of the Certification Committee of the IFA
Many roles in Rotary at Club (incl President) and District level (awarded Paul Harris Fellowship)

Professional Membership:

Institute of Financial Advisers (IFA) Fellow

Qualifications and Designations:

Authorised Financial Adviser (AFA) 2010
Certified Financial Planner ^CM (CFP^CM) 1996
Diploma Business Studies (endorsement in Personal Financial Planning) (Massey University) 1991
BCA (Victoria University) 1976