Cogs

SHAREBROKING SERVICE

With access to our specialist expertise and objective, research-based advice, you are in complete control; you choose the securities to invest in and manage your own portfolio.

HOW OUR SHAREBROKING SERVICES WORK

We offer a broking service for New Zealand and international markets, as well as foreign exchange and cash management services. We can buy and sell listed and unlisted securities, fixed income securities, equities, private equity, foreign exchange, exchange traded funds, and closed-ended funds.

Through your Investment Adviser, you have access to our specialist expertise and objective, research-based advice on securities you are considering. You can assess how well they fit into your portfolio strategy.

Once you have made your decisions, your adviser can execute your transactions.

INVESTMENT ADMINISTRATION SERVICE

Our Investment Administration Service combines our Broking Service with our custody service. You will be able to actively control your investments and decision making, whilst we look after the administration. You will have access to our specialist expertise and research-based advice, but you are in complete control.

The Investment Administration Service provides you with direct access to Australasian and global markets and you can hold your portfolio in one account. You can discuss your trades and holdings with an Investment Adviser to get their perspective on markets and individual securities and your Investment Adviser will send you regular reports to keep you informed about your investments.


BROKING SERVICE

Our Broking Service gives you access to our specialist expertise and objective, research-based advice, you are in complete control; you choose the securities to invest in and manage your own portfolio. You will be able to actively control and manage your own investments and administration.

The Broking Service provides you with direct access to New Zealand and Australian markets and you can discuss your trades and holdings with an Investment Adviser to get their perspective on markets and individual securities.

You also have access to an extensive range of Australasian research, strategy reports and our News and Views publications via our online client portal.

We were handling our investments ourselves, but we felt we were missing out. With Craigs we have an Adviser to call, and it is really straightforward. Transactions are efficient and book work is in order, traceable and is well recorded.
RAY*, BROKING AND INVESTMENT ADMINISTRATION SERVICE CLIENT
Broking service client quote

CRAIGS CLIENT RESOURCES

RESEARCH

Keep informed of market opportunities with the latest publications from our Private Wealth Research Team.


CLIENT PORTAL & MOBILE APP

As an Investment Administration Service client you can monitor the performance of your portfolio on any device, anywhere, anytime with our Client Portal and Craigs Mobile App.


CASH MANAGEMENT ACCOUNTS

Craigs Cash Management Accounts provide a convenient means of holding cash within your investment portfolio.

THE TRUE VALUE OF A GOOD FINANCIAL ADVISER

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