It can be a little daunting at first, but it’s never too early to start retirement planning. To help you, one of our expert advisers will help you define what success looks like for you and start planning a way forward. Together, we can create a tailored investment portfolio based on your priorities in life, helping you look ahead with peace of mind.
Wealth management
We’ll work with you to develop a truly personal financial strategy to match your ambitions. It’s all about understanding your goals and finding a way forward, together.
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.
Getting started
If you’re new to investing, one of our expert advisers can help allay any fears, give you an understanding of your financial position, and craft a tailored investment portfolio for your individual needs.
“Investing has been a very advantageous move when it comes to my overall wealth and wellbeing. A good income from a portfolio managed by professionals means I feel more secure.”
A personalised superannuation solution
Our Craigs Superannuation Scheme provides a wide range of investment options. You’ll be able to tailor and personalise your portfolio to suit, by selecting your own shares, funds, and other securities.
Take control of your KiwiSaver
With the Craigs KiwiSaver Scheme, you’ll build a personalised investment portfolio, giving you control and flexibility as you prepare for retirement.
Transfer your Australian Super
If you have an Australian Super fund you may be able to transfer this to your New Zealand KiwiSaver Scheme. We can help you consolidate your retirement savings in your country of residence.
Transfer your UK Pension
We have a specialist UK Pension transfer team, with local and UK market knowledge, that can provide you with information, and help you with the process of transferring your UK Pension to NZ.