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Kate McGrath

Investment Adviser
Kate McGrath
About

Kate McGrath was appointed an Investment Adviser at our Craigs Investment Partners Whangarei Branch in January 2026.  She joined Craigs in 2021 in a fast-paced advisory support role, where she developed a strong foundation in private wealth management and investment operations.

Before joining Craigs, Kate spent seven years with a local rural and business accounting firm, followed by several years running her own business. During this time, she discovered a passion for empowering clients to identify and achieve their personal goals.

Kate values building long-term relationships and enjoys working alongside clients to help them define, plan for and move towards their financial goals.

Outside of work Kate enjoys hiking, running and playing social touch rugby, volleyball and netball. She is an enthusiastic reader and traveller, and is actively involved in her local community, including supporting Whangarei Junior Rugby.

Qualifications
  • New Zealand Certificate in Financial Services - Level 5 (2022)
  • Bachelor of Arts, Macquarie University (2003)
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