WE'RE PASSIONATE ABOUT WORKING WITH CLIENTS WHO WANT TO MAKE A POSITIVE, SUSTAINABLE DIFFERENCE TO THE WORLD
We're a finalist in the 2021 Mindful Money Ethical Investment awards -winners to be announced 29 June - so you've come to the right place!
Our purpose is simple: to provide you with clear, good-hearted advice so you can Live Life, On Purpose, With Confidence. Our holistic financial planning approach provides strategic advice that allows you to act decisively and stay on course, to dramatically increase the probability you will achieve your goals no matter what is happening in your life or the world at large, in accordance with your values.
As a fee-based boutique advisory firm, we get to know you really well. We’re unbiased, not aligned or tied to anyone.
We’re also unashamedly committed to sustainability and ethical investing as the basis for our advice. Our leadership and commitment to quality and excellence and being the best in New Zealand is not just a set of words. In 2020 we became the first advice firm in New Zealand to be Certified by the Responsible Investment Association of Australasia (RIAA), committing us to the leading standard for ethical investing advice. With over 50 years' combined ethical investment experience, we also know what works and what doesn't. As a member of the Sustainable Business Network, we live our commitment to sustainability daily.
You may be at or close to retirement and want to know 'will my funds last?' You may have received an inheritance and want it managed as a wise steward for future generations. You may be a trustee looking to harmonise your trust's investments with core values. You may be a professional looking to "make work optional" through ethically-based savings and investment. You want to work with a team that 'gets' your core values, understands stewardship and wants to make the world a better place, and works with clients just like you.
Chances are, we already do.
WHO WE HELP
We help people, families and others achieve their goals and invest ethically, 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 confidence.
BLOG
VIDEO RECORDING
View the webcast we held on the 22nd of October as the C2C team discuss investment markets and underlying themes.
VIDEO RECORDING
View the webcast we held on the 20th of May as the C2C team chat about the budget, what it means to NZ and investors.
WEBCAST RECORDING
Listen to the client webcast we held on the 8th of April as the C2C team chat about what's happening due to Covid-19.
THE 7 VIRTUES OF PROCESS
Success as an investor starts with the key questions of why, what, where, when and how.
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
