FROM CREATING A SUCCESSFUL BUSINESS TO CREATING MORE FAMILY TIME


Everyone's investment story is different - we can help you with yours

WANT TO GET STARTED WITH INVESTING?

No matter how much or how little experience you have with investing, we can help.

We are one of New Zealand’s leading investment advisory firms and investing is our specialty. The advice we offer through our network of investment advisers is your biggest advantage in achieving your investment goals.

Our experienced Investment Advisers have helped more than 50,000 clients with their investments be it investors with high net worth, or those just starting out.


Talk to an Investment Adviser local to you about how you can get started with investing.

FINANCEASIA ACHIEVEMENT AWARDS 2020 WINNERS


Best Investment Bank in New Zealand

Best New Zealand Deal - Shinsei Bank’s NZ$659 million ($419 million) acquisition of UDC Finance

MICHAL MCKAY

As a Craigs client you can expect a partnership with expert investment advice, founded on in-depth research.
JON TANNER & DWIGHT EGELHOF, INVESTMENT ADVISERS - HAMILTON BRANCH
Jon + Dwight

THE WINNERS IN A POST-COVID WORLD

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ABOUT US

We are one of New Zealand's largest investment advisory firms and investing is our specialty.

Learn more about Craigs >

CLIENT TERMS & CONDITIONS UPDATE


 

We have updated our Client Agreement Terms and Conditions by adding clauses in the Use of Disclosure of Information section; below is a summary of the changes made:

  • Clause added outlining restrictions on services provided if you chose not to provide personal information (clause 26.6).
  • Clause added that we may also collect, hold, use and disclose personal information in accordance with our Privacy Statement (clause 26.7).
  • Included a clause regarding if you provide us with the personal information of any Authorised Persons, Beneficial Owners or other individuals, you confirm that you have their permission to provide us with this information and for us to use it for the purposes contemplated in clauses 26-28 of these Terms and Conditions or our Privacy Statement. (clause 26.8).

The new Client Agreement Terms and Conditions will be effective on and from 1 December 2020.

The revised terms and conditions are available below. If you have any questions please contact your Investment Adviser.

Terms & Conditions - And Disclosure of Money and Property Handling Procedures

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