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Ryan Goldsmith

Investment Adviser
Ryan Goldsmith
About

Ryan began his career in finance at a NZ share registry in 2013 and joined Craigs in 2015. Prior to working with Private Wealth clients, he was the lead adviser to our superannuation schemes (both local and offshore). Ryan’s experience has led him to work with clients at all stages of their life and investment journey.

Known for being approachable, conscientious, and thoughtful, Ryan believes in the importance of financial coaching alongside investment portfolio management. He educates and encourages clients to stay on track for long-term results.

Based in Hobsonville Point, Ryan conveniently serves clients in the western and northern regions of Auckland, while also working from our city office. Ryan works with clients with respect to asset and retirement planning, setting up retirement income, the consequences of a move into a retirement village, and managing inheritances.

Outside of work, while Ryans young family keep him busy his personal interests also include competitive dog training and social sports.

Qualifications
  • Certificate of Authorisation AFA (2019)
  • New Zealand Certificate in Financial Services Level 5, Strategi Institute (2018)
  • NZX Adviser
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