Craig Wylie

BCA , Dip Bus Studies (endorsement in Personal Financial Planning)*

Craig Wylie is a personal financial consultant, educator, workshop presenter and founding director of C Squared Consulting Limited (C²Consulting). He worked as a personal financial adviser for 30 years, prior to which he was a Chartered Accountant in Public Practice. Craig works with individuals and presents workshops for employers in the areas of Planning for Retirement, Financial capability 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.

Craig 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* – discussion and guidance
Personal financial planning* – discussion and guidance to assist clients to prepare their own plans
Superannuation pay-outs – lump sum v pension and strategies for lump sum investments
Redundancy – financial guidance for clients whose positions have become redundant
Financial Capability – assisting employers to structure (and deliver) financial education packages for their staff

(*Craig no longer provides comprehensive personal financial plans but can provide referrals to appropriately qualified and trusted financial advisers who are authorised to provide ‘regulated financial advice’ – see below)

Craig’s past experience includes:

Personal financial planning for clients of all types and circumstances
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 The Post) on financial planning & investment issues for 6 years
Former Branch and National Chairman of the IAFP (now Financial Advice NZ (FANZ))
Former Member of the Certification Committee of the IFA (now FANZ)
Many roles in Rotary at Club (incl President) and District level (awarded Paul Harris Fellowship)

Qualifications and Designations:

Diploma Business Studies (endorsement in Personal Financial Planning) (Massey University) 1991
BCA (Victoria University) 1976

*Craig relinquished his Certified Financial Planner (CFP) and Authorised Financial Adviser (AFA) designations in 2019 and he does not provide ‘Regulated Financial Adviser’ services as defined in the Financial Services Legislation Amendment Act 2019.