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 IT WORKS

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-end funds.

CONTACT AN ADVISER

INVESTMENT ADMINISTRATION SERVICE

Tools Broking service

Our Investment Administration Service combines our broking service with our custody service. It is suitable if you want to actively control your investments and decision making, whilst we look after the administration.

We will provide you with six-monthly portfolio reports and an annual tax report. You can access your investments online or via the Craigs Investment Partners Mobile App.

INVESTMENT ADMINISTRATION SERVICE FAQS
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.

5 DOS AND DON’TS FOR ROOKIE INVESTORS


So you’ve decided that you’re ready to give investing a go. But there are a few things to consider first.

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