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Jules Riley

Investment Adviser
Jules Riley
About

Jules Riley joined Craigs Investment Partners Wellington Branch in August 2025, bringing over a decade of experience in investment management and banking. Based primarily on the Kāpiti Coast, he works closely with clients across the region, providing tailored advice to help grow and protect their wealth.

Prior to joining Craigs, Jules was Head of Growth at Medical Assurance Society (MAS), where he played a key role in managing around $3 billion in assets for thousands of medical professionals nationwide. He has a strong focus on retirement planning, helping clients develop sustainable income strategies to support their long-term financial goals.

Based in Waikanae with his wife and two young children, Jules is a proud Kāpiti Coaster committed to building lasting relationships and empowering clients to achieve their financial goals.

Qualifications
  • New Zealand Certificate in Financial Services (Level 5 v2), covering Investment, Residential Property Lending, Life, Disability, and Health Insurance, and General Insurance
  • Bachelor of Commerce, Finance, University of Otago
  • Bachelor of Arts, Economics, University of Otago
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