Financial Planning
We assist clients with their financial planning in all life circumstances including:
- Strategies for achieving lifestyle objectives both pre and post retirement
- Investment strategies
- Savings strategies (including KiwiSaver)
- Redundancy – defining financial priorities and strategies
- Superannuation – Pension or Lump sum options on retirement
- Coping with life’s unexpected events
Our Personal Financial Planning service is refreshingly different
Why?
Our key points of difference are that we:
- Are independent of all financial product providers – we provide advice only – we do not sell products
- Prepare plans that are personalized to each client – rather than fitting a client’s situation to a pre-prescribed template
- Provide each client with a range of options, for example:
- Review and/or provide a second opinion on their existing plan
- Provide guidance as they prepare their own plan
- Prepare their plan on behalf
- Charge fees based on time engaged – all fees are transparent and agreed in advance of any commitment made
Advantages of our independence and flexibility
Our clients:
- Control the process, and their costs, from start to finish giving them greater choice as to the level of our involvement
- Can be confident that their financial plan is prepared independent of any financial product recommendations
- Will receive a savings or investment strategy that is designed to meet their lifestyle and financial objectives over time
- Will be better prepared to enjoy their lifestyle of choice in retirement
Our personal financial advice services are provided by Craig Wylie, a Principal of C Squared Consulting Limited, who is both an independent Authorised Financial Advisor and a Certified Financial PlannerCM . He was formerly a Chartered Accountant in Public Practice..
Adviser Disclosure Statement is available on request and free of charge.
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 04 282 0809.
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