For your own tailored wealth strategy, you’ll partner with a local expert adviser to navigate all of the complexities of investment. They’ll get to know you, understanding all of the nuances that inform your decisions. Over time, we’ll build an enduring relationship where trust and integrity supports your investment goals.
When wealth changes
Whether it’s years in the making or completely unexpected, significant changes in wealth are critical times that need the right support and advice. You may have just sold your business, farm, or perhaps a property. Or received an unexpected inheritance. Whatever your circumstances that result in a lump sum of wealth, we’re here to help tailor a personalised solution for you.
Getting started
Starting your investing journey can be daunting. Our advisers are here to help build your portfolio and grow your wealth. It’s all about supporting you to achieve your financial goals. Our support will be guided by your individual priorities, for example your appetite for risk or an interest in sustainability.
Premium advisory services
We offer exceptional personalised advice if you’re looking to achieve financial success in the world of investing. We’ll work together to create a tailored wealth strategy that considers your specific circumstances, giving you as much or as little involvement as you’d like.
We can take care of it all on your behalf with our Discretionary Investment Management Service (DIMS) and support you with exceptional service with our Managed Portfolio Service (MPS) offering. We’d love to work with you to understand what works best or you.
“We have been clients of Craigs for over 14 years. We needed a company with expertise, and access to in-depth market coverage. Craigs made it easy; the customised service that is offered by our Adviser has worked well for us.”
An introduction
to investing
Our mySTART® service is a great way to begin in the world of investing and saving. Decide how much and how often to invest, with access to your money at any time.
