PROVIDING QUALITY FINANCIAL ADVICE TO HELP YOU MAXIMISE THE LIKELIHOOD OF ACHIEVING YOUR DREAMS

At C2C Partners we work with high earning and time-poor individuals, and those who have accumulated significant wealth.

Like the majority of our clients, you’re probably “in transition”. You’re likely to:

  • Have accumulated savings and investments, but not sure if they will last
  • be “suddenly wealthy”, such as through an inheritance, divorce, sale of a business or sale of a property
  • be serious about saving – and now need to make some decisions

PROFESSIONALS & FAMILIES

PROFESSIONALS & FAMILIES

We help make the complex clear and simple, so you can make informed decisions and take charge of your life. We call it “from complexity to clarity”. By working with us, you can tackle the world with confidence and achieve your dreams, knowing your financial ‘home base’ is protected.

BUSINESS OWNERS

BUSINESS OWNERS

A successful enterprise has key stakeholders who rely on it – now and in the future. With our range of ‘Financial Resilience’ services we can help to protect and secure your investments.

EMPLOYERS

EMPLOYERS

Our innovative ‘Employee Financial Resilience’ employee benefits system helps you attract and retain staff, particularly in competitive professions and industries.

SUSTAINABLE INVESTMENTS

SUSTAINABLE INVESTMENTS

Every decision we make with our money, in the end, is a choice about what’s important to us and the sort of world we want. Our investments are no different. Sustainable and responsible investment simply means aligning our investments with our values.

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