Right now, with Covid-19 we are going through uncharted territory. In times like this, you need a wise, experienced guide, a sure friend indeed - and that's the C2C Partners team. Our purpose is simple: to help you make wise decisions so you can Live Life, On Purpose, With Confidence. Our strategic advice allows you to act decisively and stay on course, to dramatically increase the probability you will achieve your goals no matter what is happening. As a fee-based boutique advisory firm, we get to know you really well. We’re, unbiased and experienced, so you can rely on that to help you. 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.
Success as an investor starts with the key questions of why, what, where, when and how.
Recently, one of America’s largest life insurers (New York Life) did a survey of over 2,000 people to find out what they considered to be their largest financial mistakes, and how long it took to recover from them.
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.
Rob and Mary