CXC Financial Partners is a dynamic financial advisory firm that partners with individuals, couples, families, and business owners to help them realize their true financial potential. With a focus on transforming complexity into simplicity and meaningful action, CXC offers a range of services including financial planning, tax advice, and lending solutions. The team, led by CEO Tim Hobart, is committed to providing guidance, transparency, and comfort to clients as they navigate their personal or business financial goals.
Founded on the principles of kindness, empathy, and strategic thinking, CXC Financial Partners prides itself on its team of experts who possess growth mindsets and clear communication skills. The business has recently undergone a rebranding to reflect its fresh approach to delivering exceptional value and better wealth solutions to clients. With a strong emphasis on collaboration and multi-lens problem-solving, CXC aims to revolutionize the traditional advisory model and tailor services to meet the unique needs of each client.
As the business looks towards the future, Head of Lending May Chong and Head of Tax Strategy Brett Piercy are excited to lead CXC Financial Partners into a new chapter of growth and innovation. With a focus on building client wealth and simplifying financial processes, the team is dedicated to providing clients with a clearer path to achieving their financial goals. By offering personalized solutions and a commitment to excellence, CXC Financial Partners is poised to make a lasting impact on the financial well-being of its clients.