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.
The investment industry is responding, first with a much-improved range of products and more latterly with simple ways for people to find out more.
The purchasing of material possessions makes us happy, but the feeling wears off, sometimes with astonishing speed.
We know you’ve heard this before - in fact, you possibly heard it the last time you were in our offices - but we thought it useful to take a moment to again state very clearly why we never sell portfolios during down markets.
Did you realise the way you invest could have a significant impact on our planet’s future?
Rob and Mary