Financial Planning

We assist clients with their financial planning in all life circumstances including:

Our Personal Financial Planning service is refreshingly different


Our key points of difference are that we:

Advantages of our independence and flexibility

Our clients:

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.

Related Services:

Financial Advice