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PREMIUM ADVISORY SERVICES

A tailored portfolio of investments will be designed for you, focused on your investment objectives. We combine a wealth of knowledge from our advisers, with our firm's research expertise, resources and capabilities.

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A DEDICATED CRAIGS ADVISER

Your adviser will work with you to help you define your goals, understand your options, and proactively work with you to develop and implement a clear plan.


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A CUSTOMISED APPROACH

Your unique goals, preferences and family dynamics are what matter to us. We tailor a fully integrated wealth management plan based on your individual needs that you can rely on.


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PERSONALISED INVESTMENT MANAGEMENT

Your adviser can help you choose an investment strategy based on your preferences and feelings about risk, proactively monitoring those investments so that they continue to meet your changing needs.


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GROW YOUR WEALTH YOUR WAY

At Craigs we understand that everyone is different and the way you approach investing will be determined by your individual circumstances. That is why our advisers are good listeners. We get to know you and understand your needs. Then we customise a solution you can rely on.

HOW OUR PREMIUM ADVISORY SERVICES WORK

Our premium advisory services are purposely flexible, designed to adapt to your changing needs.

A dedicated adviser will work with you to determine the best solution for you whether you have a specific mandate in mind or prefer a balanced portfolio. With either option you can determine the involvement that is right for you – leaving the decisions at the discretion of your Financial Adviser or remaining in full control, where your approval is required before your Financial Adviser acts on any recommendations.

Your adviser will provide you with ongoing, tailored advice underpinned by the analysis of our expert research team. You can be confident that the advice you receive or the decisions that are made are based on thorough analysis. It all starts with a conversation.

These services are available to both existing and new clients who have $250,000 or more to invest.


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 personalised service that is offered by our Adviser has worked well for us.
COLIN & MARY*, MANAGED PORTFOLIO SERVICE CLIENTS
Colin and Mary