Supporting individuals, families, and family trusts
Growing and preserving wealth is truly personal for all our clients. We’ll work closely with you to understand what matters most to you and your family, creating a financial framework that fits your values, appetite for risk, and aspirations; now, and for future generations.
Growing for-purpose organisations
We have been helping for-purpose organisations enhance their positive impact for over 30 years. Our dedicated Specialised Wealth Advisory Team understands the challenges and nuances that come with for-purpose wealth management, working directly with community funds, foundations, charitable trusts, endowment funds, council funds, Iwi, Māori authorities, and family office clients to fulfil their purpose.
“Our service is all about people – our clients. It’s a privilege to support our clients, many of whom have been with Craigs for 20+ years and across multiple generations. ”
Your personalised advice journey
Our first meeting
We’ll introduce you to one of our expert advisers. Together, we’ll discuss your investment goals and how we can help you achieve them.
Your unique investment portfolio
Your adviser, supported by our award-winning research team, will develop a tailored investment strategy. It will reflect your values, goals, and appetite for risk, right down to the specific securities you want to include or exclude.
Putting your portfolio in place
Once you’re happy with your tailored portfolio, we’ll implement the portfolio, usually in instalments over a period of time. We’ll closely monitor the progress to ensure everything is in line with your investment strategy and positioned for opportunities in the prevailing market conditions.
Staying informed
You’ll receive regular updates from your dedicated adviser. If you have any questions about your investment portfolio, they’re here to help.
“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.”
Why Craigs?
Expert advice in your region
Our locally-based expert advisers are here to provide comprehensive investment advice and we’ll support your financial aspirations with detailed, research-based insights. With a network of 19 locations nationwide, our expertise is never far away to help you achieve your investment goals.
Global research at your fingertips
Our award-winning research team is one of the largest in New Zealand. They deliver the very latest in local and global market insights. This includes detailed information and expertise on sustainable investing to support more considered investment choices.
Supporting Kiwi investing
We’ve been a proud kiwi business since we first opened our doors in 1984 and we’re 100% owned by current and former Craigs’ staff and directors. Today we are one of New Zealand’s leading investment advisory firms. During that time, we’ve assisted over 65,000 kiwis on their investment journey.
Learn about our services
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.
Investment Administration Service (IAS)
You have complete control of your investment decisions and we buy and sell on your behalf. You also get the benefits of market-leading research insights and access to your portfolio 24/7 via our client portal.
Broking
For those with the experience and desire to take a more hands-on approach. Manage your own investment journey with access to specialist expertise and award winning research.
mySTART®
Unlike other personal investment plans and ‘funds’, with mySTART® you can select from over 240 investment options, starting your investment journey your way. You might have an eye on university education, purchasing property, or that once-in-a-lifetime holiday. We’ll give you the flexibility you need, starting with as little as $100 per month.
More ways we can help
Transfer your UK Pension or Superannuation
UK Pension Transfers
We’ll take the hassle and stress out of transferring your retirement savings by helping to seamlessly move and consolidate them home to New Zealand.
A flexible superannuation
Craigs Superannuation Scheme
Our Craigs Superannuation Scheme provides a wide range of investment options. You’ll be able to tailor your portfolio by selecting your own shares, funds, and other securities.
Take control of your KiwiSaver
Craigs KiwiSaver Scheme
With the Craigs KiwiSaver Scheme, you’ll build a personalised investment portfolio with the help of an expert adviser, giving you control and flexibility.
An introduction to investing
mySTART®
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.