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 financial guidance only – we do not sell or recommend any products
- 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
- Reference to a suitably qualified and trusted Authorised Financial Adviser to prepare their financial plan
- 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
- Will receive guidance on how to develop 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 guidance is provided by Craig Wylie, a Principal of C Squared Consulting Limited, who is an independent and experienced financial consultant. He was a Chartered Accountant in Public Practice prior to becoming a Certified Financial Planner and Authorised Financial Adviser but has retired from holding these designations given he no longer offers the the advice services to which they relate. His role is now more of an educational nature.
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.
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