WE'RE COMMITTED TO MAKING A DIFFERENCE – AND HELPING YOU MAKE A DIFFERENCE

With years of experience across financial planning, wealth and investment management, wealth and investment management, risk, insurance, and employee benefits, we’re able to identify wide-ranging problems, provide an integrated approach, give good advice in many areas, and support you in the long-term.

About C2C

WHO IS C2C

We are:

  • Fiercely unbiased and impartial, fee-based where possible, and not owned, tied to or aligned to any product provider
  • Evidence-based, following a scientific approach that works in the long term, rather than trying to pick winners in the short term. For example, rather than trying to forecast markets or pick winners, our investment portfolios are low-cost, widely diversified and based on Nobel Prize-winning research.
  • Highly experienced, across many financial services and many market conditions. We’ve been there, seen that.

 CONTACT US

  • Investing Sustainability

    Investing Sustainability

  • Clarity

    Clarity

  • Dream Enablers

    Dream Enablers

  • Work together

    Work together

  • 360 view

    360 view

  • Unbiased advice

    Unbiased advice

OUR 'WHY'

In everything we do, we believe in making a sustainable and enduring difference that leaves a legacy. We are driven to help our clients become financially resilient so they, too, can make a sustainable difference.

We take a stewardship approach to working with you – your dreams, your family, your legacy as well as your finances.

We’re also committed to environmental, social and governance standards and are a founding member of the Sustainable Business Network. We commit both time and resources to a range of charitable, social and environmental causes.

OUR VALUES IN OPERATION

We provide a range of strategic advice and integrated financial solutions built on three key principles:

  • Clear and compelling, easy-to-understand advice and solutions.
  • A scientific, evidence-based approach that’s based on research, process and time-tested data – not today’s hot pick.
  • Sustainable in the long-term.

We combine our technical expertise with an innovative mindset which drives our legacy-oriented approach. Just as an architect combines creativity and technical competence to create superbly effective buildings, we as ‘financial architects’ create elegant and effective financial solutions that work – and last.

We work closely with our investment research partner and with other professionals such as accountants, lawyers and insurance specialists, coordinating our respective services for you.

 

THE PROCESS

WHO WE HELP

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.

PROFESSIONALS & FAMILIES

PROFESSIONALS & FAMILIES

BUSINESS OWNERS

BUSINESS OWNERS

EMPLOYERS

EMPLOYERS

SUSTAINABLE INVESTMENTS SUSTAINABLE INVESTMENTS

SUSTAINABLE INVESTMENTS

Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary