Kay joined Craigs Investment Partners in 2017 and has gained extensive experience across a range of Craigs products and services. Having previously worked for leading investment banks and funds management firms in the United Kingdom and New Zealand, Kay brings a wealth of knowledge and expertise to her role at Craigs.
Known for her empathetic approach, Kay takes the time to understand client’s unique financial situations, goals, and aspirations. She is a trusted advisor for clients seeking expert guidance, whether they are recent recipients of an inheritance, looking to grow and protect their investments against inflation, planning for retirement income or providing a legacy for future generations.
Based on the North Shore, Kay is conveniently located to meet with clients from Devonport to the Hibiscus Coast, in addition to Craigs offices in the CBD.
- New Zealand Certificate in Financial Services Level 5, Strategi Institute (2021)
- Bachelor of Commerce (Horticulture), Lincoln University (1993)