Practice & Client Services Manager

Suzanne is a recent member of our team and joins us as our Practice and Client Services Manager.  This role has oversight into the general management of C2C operations, as well as the responsibility of providing outstanding service to our wonderful clients.  This allows Peter and the rest of the C2C team to focus on providing the best advice possible, building great relationships with clients and our centres of influence. 

She has worked in the financial services industry for nearly 20 years, over 13 years of that in senior office and operations management roles.  She is a qualified financial adviser and holds the internationally recognised designation of ‘Certified Financial PlannerCM’.  With having extensive experience in both operations and advisory roles, she brings a unique and valuable skill base to C2C.  She is also a member of the NZ Institute of Directors.

Outside of work, Suzanne and her husband Paul have 2 wonderful daughters who are currently navigating their way through university degrees.  She has a love of sewing, getting out and about walking her 2 dogs and just a ‘slight’ addiction to good coffee, especially flat whites!

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