Zac joined Craigs in 2015, working in several roles across the private wealth space, gaining a breadth of experience in all aspects of equity and fixed income investments.
Zac worked in Auckland as an Adviser Assistant for Craigs’ largest advisory team before spending four years as a Private Wealth Associate, providing analysis, portfolio construction, RFP development and execution of investment portfolios. He moved back to Whanganui in 2021 with his young family to take an Investment Adviser role and specialise in portfolio management for private clients, family trusts and KiwiSaver. Zac is passionate about working with clients to achieve their financial goals and enjoys building strong, long-term relationships.
Zac sits on the boards of the Whanganui Women’s Refuge and Whanganui Collegiate Old Boys & Girls Association and is a keen supporter of community organisations.