Jan Barraclough

Investment Adviser

Jan Barraclough

Jan Barraclough joined Craigs Investment Partners in 2008, after 15 years as an Investment Adviser/Retirement Planner with the former Spicers Portfolio Management. Prior to that she working in Corporate Superannuation and Actuarial roles.

Her investment clients are increasingly people capturing the value in their Auckland property assets, exiting their successful business, or anticipating an inheritance or superannuation pay-out. They are often looking to develop strong retirement income, and flexibility in how they use their capital to support a new lifestyle.

Jan has a strong reputation in helping investors clarify their underlying financial goals and priorities so they can make good investment decisions.

Jan also works with higher net wealth investors such as NZ Immigration Investor Category clients, and complex Trusts and Estates with specialised investment and fiduciary requirements.

 

Jan holds the following qualifications:

  • Bachelor of Science (Mathematics)
  • NZX Diploma
  • Certificate of Authorisation AFA (2011)

She is a member of or accredited with the following organisations:

  • NZX Adviser

Auckland Branch Details

Branch Address

Level 32, Vero Centre
48 Shortland Street
Auckland 1010

Postal Address

PO Box 1196
Shortland Street
Auckland 1140