We understand growing and protecting family wealth
We appreciate family wealth comes with personal and relational complexities that are essential to get right. Understanding the values and relationships that underpin your family’s wealth allows us to help you make decisions and create a plan that is personalised to you and your family.
A relationship built on communication, integrity and trust is our goal to give you the confidence to focus on what’s really important for you and generations to come.
We’d love to have a chat about what’s important for you and your family.
When wealth changes
You may have just sold your business, farm, or perhaps a property. Or received an unexpected inheritance. Whatever your circumstances that result in a lump sum of wealth, we’re here to help tailor a personalised solution so you can focus on what the future looks like for you.
Premium Advisory Services
We offer exceptional personalised advice if you’re looking to achieve financial success in the world of investing. We’ll work together to create a tailored wealth strategy that considers your specific circumstances, giving you as much or as little involvement as you’d like.
We can take care of it all on your behalf with our Discretionary Investment Management Service (DIMS) and support you with exceptional service with our Managed Portfolio Service (MPS) offering. We’d love to work with you to understand what works best or you.
Your investments at your fingertips
We make it easy for you and your family to monitor your investments through our Craigs Client Portal and Mobile App on any device, anywhere, anytime. Through our portal you’ll be able to:
- See your portfolio at a glance.
- Get quick access to the latest research and market insights from our award winning research team.
- Choose to go paperless for reports and subscriptions.
Investment Administration Service
We know that your time is precious. Allow our expert advisers to support your investment journey while taking care of all the administrative details.
Broking
For those with the experience and desire to take a more hands-on approach. Manage your investment journey with the assistance of our expert advisers, taking advantage of their direct links to the NZX.
Why Craigs?
Expert advice in your region
Our locally-based expert advisers are here to provide comprehensive investment advice and we’ll support your financial aspirations with detailed, research-based insights. With a network of 19 locations nationwide, our expertise is never far away to help you achieve your investment goals.
Global and domestic research at your fingertips
Our research team is one of the largest in New Zealand. 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 business since we first opened our doors in 1984 and we’re 100% owned by current and former Craigs’ staff 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.