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CRAIGS SUPERANNUATION INVESTMENT OPTIONS

Control your retirement by selecting your own investments with the help of your qualified Investment Adviser.

YOUR INVESTMENT OPTIONS

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Craigs Superannuation enables you to build an investment portfolio based entirely on your individual needs, goals and risk profile.

You can select your own investments from our short-list of over 180 Australasian and international shares (equities), funds and other securities. These are recommended by our research team for you to consider including in your portfolio. Our research team is one of the largest in New Zealand and they are constantly re-evaluating the investment options available. We also provide free access to a Craigs investment adviser to guide you along the way.

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GRAEME & LOUISA'S SUPERANNUATION

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Graeme and Louisa* are both in their mid 40’s, originally from the UK but now live in Tauranga.

They joined Craigs Superannuation after they settled in New Zealand as they learned that Craigs offer a complimentary UK Pension Transfer Service.

Once their transfer was complete, Graeme and Louisa initially chose to invest in the Fixed Interest Fund as they didn’t think they had much capacity for risk. However, after discussing with their Investment Adviser they learned it would be more suitable to invest in funds that had a higher allocation to growth investments, such as shares.

They chose to invest in two funds as their cornerstone investment; the Growth Fund and the NZ Equities Fund. This was to give them a solid foundation, across multiple markets and allow them time to better understand the NZ Market before they invest directly.  They also selected a number of UK denominated shares as they were familiar with the market, while also gaining exposure to the US market through Exchange Traded Funds (ETFs).

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