Joe Taikato

Portfolio Review Adviser

Joe Taikato

Joe Taikato joined Craigs Investment Partners in August 2018, after working in the client onboarding, compliance and adviser support teams he became a Financial Adviser (FA) in October 2021. Prior to Craigs, Joe worked as a communication consultant with Spark.

Joe has a genuine passion for helping people and enjoys integrating this with his passion for business and financial services. Joe’s primary focus is building meaningful relationships with clients while growing their wealth and helping them achieve their financial objectives. Joe is a part of our KiwiSaver, Super and Savings team, specialising in portfolio management for KiwiSaver and savings products.

Joe holds the following qualifications:

  • New Zealand Certificate in Financial Services (Level 5) (2021)
  • Bachelor of business analysis (financial analysis), major in Finance (2018)
  • New Zealand Diploma in Business (level 6) (2015)

Tauranga Branch Details

Branch Address

Craigs Investment Partners House
158 Cameron Road
Tauranga 3110

Postal Address

PO Box 13155
Tauranga Central
Tauranga 3141