We can help you with your Active Investor Plus Visa investments
Our service offers you a smooth and effortless experience for you to meet the requirements of the Active Investor Plus Visa. You will be supported by one of our investment advisers who focus on managing wealth, fostering long-term relationships, and ensuring a smooth transition into investing in New Zealand. Our Specialised Wealth Advisory team will support your investment adviser to guide you through the investment process.
We provide Active Investor Plus (AIP) Visa clients with a personalised discretionary investment service to assist in meeting the Active Investor Plus Visa investment requirements so you can invest in New Zealand’s high value, high growth potential investment opportunities that are tailored to your specific investment objectives.
Your investment adviser will be your primary relationship contact supported by Craigs’ Specialised Wealth Advisory team who provide an additional layer of oversight and monitoring to ensure compliance with the Active Investor Plus Visa investment requirements. We do this backed by one of the largest in-house research teams in New Zealand with experience and deep connections in New Zealand private markets, which is essential in considering acceptable investments for AIP Visa clients. In addition Craigs boasts deep research capabilities in New Zealand listed equities and fixed interest.
For more information on our AIP service please see [link to pdf TBC)
How we help
Investment advisers
We have a nationwide network of over 180 investment advisers. Our diverse network includes investment advisers with experience serving international clients and multilingual capabilities, including Mandarin speakers. Every AIP Visa client has a dedicated investment adviser paired with our Specialised Wealth Advisory team. No matter where you contact us from or who your Craigs’ adviser is, you can be assured of being provided with a consistent, thoroughly researched and monitored AIP Visa portfolio.
Dedicated team of specialists
The Specialised Wealth Advisory team are experts in private markets, with extensive knowledge of the local private equity, private credit and venture capital market. They advise AIP Visa clients on the most suitable approved managed funds to include within their Active Investor Plus Visa investment portfolio under the Growth Category.
Your first contact is our Specialist Wealth Advisory team who will work with you to make sure you have the right investment advise to support your investment journey.
您首先接触的是我们的专业财富咨询团队，他们将与您合作，确保您获得正确的投资建议，以支持您的投资之旅。
Personalised investment portfolio
We’ll create a personalised portfolio just for you, tailored to include a mix of “Acceptable Investments” that match your AIP Visa investment requirements.
Our approach aims to help you achieve these objectives while managing the investment risk at an agreed level by using a diverse combination of approved and available funds and securities. Your investment adviser will help guide you through the differences in the Balanced and Growth categories and the different risk levels that apply to both.
Approved Immigration NZ Service
Our Craigs Invetsment Partners Immigration NZ invetsment service is on the Invest New Zealand approved managed funds list. We work closely with Immigration New Zealand and Invest New Zealand to ensure our approach meets with their requirements.
We provide professional, personalised, and confidential advice to meet both your investment goals and AIP Visa investment criteria.
Our Growth category AIP Visa investment service
“Craigs Investment Partners Immigration NZ Investment Service is a Discretionary Investment Managemenet service providing a choice of multiple managed funds to create a personalised diverse portfolio. The service is a team approach with investment advisers and analysts providing investment guidance on selecting and monitoring available managed funds according to your needs.”
Why Craigs?
Expert advice across New Zealand
With a network of more than 20 locations, and over 180 advisers nationwide, our expertise is never far away to help you achieve your investment goals.
For immigration investment portfolio advice, we offer a team approach with our local advisers and our Specialised Wealth Advisory team, working together to guide your investment journey in New Zealand.
Global and domestic research at your fingertips
Our research team is one of the largest in-house research teams in New Zealand with with deep local knowledge of both public and private markets. They deliver the very latest in local and global market insights. This includes detailed information and expertise on sustainable investing to support more considered investment choices.
Supporting Kiwi investing
We’ve been a proud kiwi grown business since we first opened our doors in 1984 and we’re 50% owned by current and former Craigs’ employees and directors. Today we are one of New Zealand’s leading investment advisory firms. During that time, we’ve assisted over 65,000 kiwis on their investment journey.