Skip to main content


Wealth Management

When it comes to investment advice, our solutions are based on a people-first approach. We always have your best interests at heart, and you can count on the knowledge and experience of our team.

Wealth Management Leadership Team


Our advisers are locally based, showing a deep understanding of where you are and a commitment to long-term relationships built on trust and integrity. Let our team offer you their experience and expertise to create a personalised strategy and tailored investment plan. They’ll always take the time to consider your personal values, ambitions, and appetite for risk.

Specialised Wealth Advisory Team

We all have our own ideas about what wealth means and how we’d like to protect and preserve it. When it comes to managing wealth on behalf of your community, cause or future generations, that requires specialised expertise. Our dedicated Specialised Wealth Advisory Team understands all of the nuances, bringing the necessary knowledge and experience to help you make key decisions.

Private Wealth Research Team

The best decisions are made when timely, insightful and relevant information is available. With that in mind, our data is carefully gathered and analysed by our market-leading research team. Rigorous research underpins every decision we make and our team of specialists is the cornerstone of all advice provided by Craigs advisers. This attention to detail is all for your benefit. You get to make informed investment decisions that are backed by astute consideration.

Investment Committee

Our Investment Committee considers strategic and tactical asset allocations, portfolio strategy, portfolio construction and risk management. The Committee meets monthly and publishes monthly overviews which can be accessed by clients via the client portal.


Your own wealth management journey

If you’re looking to secure your own financial future, let’s plan a path forward. Whether you’re an individual, family or for-purpose organisation, allow our team to apply their knowledge and experience to develop a truly personal strategy that matches your ambitions.

We're local to you. Talk to an adviser today.

How can we support your investment journey? Find us in 19 locations nationwide for experienced and personalised wealth management advice.