Chantal Baxter joined Craigs Investment Partners in April 2016, following 11 years in the Financial Services Industry overseas where she held various roles including 3 years as a Financial Planner.

Chantal enjoys using her experience and interest in financial markets to help clients reach their financial goals. She works alongside clients to help them develop and maintain a personalised plan to meet their investment needs. She advises private clients, family trusts, partnerships and charitable organisations. Chantal aims to keep the investment process straight forward and easy to understand.

Chantal advises clients on Managed investment portfolios, transactional accounts as well as Kiwisaver and UK Pension. She is based in our Hamilton office but advises clients all over the Waikato including Cambridge, Te Awamutu and Taupo. Chantal often hosts and facilitates seminars as part of our Women’s Wealth and Investor basics series. She is really passionate about improving financial literacy of her community.

Chantal holds the following qualifications

• Certificate of Authorisation AFA (2018)
• Diploma in Wealth Management, INSETA, South Africa (2012)
• Certificate in Long Term Insurance, INSETA, South Africa (2010)