Financial Options on Redundancy
Our financial advice and coaching service compliments our Career development services and is available in conjunction with them, or on a stand alone basis.
The consultation can cover any aspects of an individual’s personal financial circumstances (including redundancy payment) where they might seek advice including:
Initial/Immediate
- Assistance with evaluation of options available
- Meeting income needs in the short term
- Understanding the impact and prioritizing financial goals – short, medium and long term
- Debt – manage/reduce?
Looking forward
- Attitude to money – making the most of what you earn; understanding the financial costs of bad habits and the benefits of good habits
- Clarifying goals and objectives
- Investment and KiwiSaver – what is right for you
- Tax
- Establishing a business
- Financial and Retirement planning
We are independent of all investment or insurance product suppliers and consequently guidance provided is completely impartial.
Craig Wylie, a Principal of C Squared Consulting Limited, who is an independent and experienced financial consultant provides this service. He was formerly a Chartered Accountant in Public Practice.
Advice/coaching Sessions: Are generally 1 hour with the number of sessions dependent on individual requirements. Our services are provided in person or via electronic media.
For further information or an appointment please contact us by email or phone Craig on 021 473 770.
Advisor Disclosure Statement is available on request and free of charge.
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