Financial Planning

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

Our Personal Financial Planning service is refreshingly different

Why?

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 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 Craig on 021 473 770.

Related Services:

Financial Advice

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