Tom Shallard

Tom joined Craigs Investment Partners in April 2024. Prior to this, he worked as an Agribusiness Portfolio Manager at the Bank of New Zealand.

Tom offers tailored investment advice to high net worth individuals, trusts, and charities across Southland and Central Otago. He covers all aspects of global financial markets, including equity, fixed-income, and alternative asset classes.

Tom specialises in constructing bespoke portfolios of directly held shares, bonds, and alternative assets to optimise returns and generate long-term wealth.

Tom has a background in accounting and finance and is a registered Financial Adviser (FA).