Our objective is to dramatically increase the probability you will achieve your goals. Strategic financial advice from C2C Partners allows you to act decisively and stay on course. Free up your time to focus on matters most to you. As a fee-based boutique advisory firm, we’re evidence-based, impartial, unbiased and experienced. We’re also unashamedly committed to sustainable investment as the basis for our advice. We provide a range of strategic advice and integrated financial solutions built on three key principles:
We help people and their families achieve their goals, especially those going through transition – unexpected wealth such as an inheritance, transitioning to retirement, and sale of a business, helping them navigate their way to clarity and confidence1.
Did you realise the way you invest could have a significant impact on our planet’s future?
You may recall our principal Peter Lee’s epic adventure last year, walking the length of Britain with his wife Val? The walk sparked a new seminar series, called “The Long Walk of Life – Seven Steps to Achieving your Goals and Making Work Optional”.
Over Labour Weekend, Peter Lee our CEO was part of a team of conservation volunteers who worked on the island sanctuary of Tiritiri Matangi off the coast of Auckland.
My sense is that there is an even deeper issue for the ‘Brexiteers’, and that is their perception that Britain has lost its status and influence in the world.
Rob and Mary