Financial Advice

We offer independent personal financial advice, coaching and workshops for all ages and life stages in the following areas:

Our personal financial advice/coaching provides a range of solutions, depending on your needs, from providing guidance through to preparing your financial or retirement plan for you.

Neither C Squared Consulting Limited, nor Craig Wylie (our Authorised Financial Adviser) have any affiliation to any financial product providers.  We do not promote or sell any financial products.   Our focus is on strategy and if clients require specific financial product advice, and ask us for guidance, we will refer them to appropriately qualified advisers as we would if they require specific accounting or legal advice.

In addition to our workshop presentations on behalf of employers, we also host seminars/workshops on a regular basis. 

Our fees are based entirely on time engaged.

Advice/Coaching Sessions:  Are generally 1 hour with the number of sessions dependent on individual requirements. Our services are offered either in person or via electronic media.

For further information or an appointment please email or phone 04 282 0809.

Advisor Disclosure Statement is available on request and free of charge

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