We are supporting Money Week 2014
Money Week is an awareness campaign promoted by the Commission for Financial Literacy and Retirement Income and this year takes place during the week 13 – 19 October.
As an experienced member of the Institute of Financial Advisers, Craig Wylie is supporting the IFA and CFLRI by offering Pro Bono financial advice to members of the public. More information here
The 2013 Money Week was a huge success nationally. Craig participated in that by hosting a live chat on Stuff.co.nz as well as providing Pro Bono advice to members of the public who sought advice via the Institute of Financial Advisers.
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.
Cynthia Munro
BA, Dip ATE, Dip Bus Mgmt
Cynthia Munro is an executive coach, consultant, project manager and founding director of C Squared Consulting Limited (C2Consulting). She has worked for 15 years in management consultancy, 3½ years consulting and contracting to government agencies where she led national projects, and 8 years in education and training where she held senior management positions. Cynthia is experienced in workshop design, delivery and focus group facilitation. She works with a wide range of small to large organisations.
Cynthia provides a range of services in the following sectors:
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Cynthia’s consulting expertise includes:
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Her knowledge and expertise has been enriched through her own experience as a manager and the enjoyment and challenges this brings, her involvement as a board member, and as a project manager for a range of nationwide projects. Her consultancy approach is about building strong relationships and partnerships. She is a catalyst for change for both employers and employees by asking the right questions, analysing the resulting information; identifying, implementing solutions.
Cynthia’s project management experience:
- Led a project to determine the best way to attract graduates to the public service
- Led a nationwide Contestable Funding round which included chairing the decision making group
- Co-led the rolling of a nationwide pilot initiative including training regional staff and facilitating forums with the sector
- Led initiative where stakeholders were made more accountable for government funding
- Evaluated the Assessment Centre and Leadership programme
- Co-led review of funding and contracting for government department
Accreditation and assessment tools include:
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Qualifications and professional memberships:
- Advanced Diploma of Business Management , Oxford University
- Diploma in Adult and Tertiary Education, Auckland University of Technology
- Bachelor of Arts, Otago University
- Member of the Human Resources Institute of New Zealand (HRINZ)
