Craigs Investment Partners

Craigs Investment Partners, based in Palmerston North, New Zealand, provides wealth management and investment advisory services for individuals, families and organisations, offering personalised investment portfolios and financial planning.

WHO WE ARE:

• We are a proudly Kiwi-grown company with over 40 years of experience in helping New Zealanders navigate investing.
• Our team of expert advisers are located in over 20 locations nationwide, providing local understanding and global market perspective.
• We have built enduring relationships with our clients, including multiple generations of families, based on trust, integrity and exemplary service.

WHAT WE DO:

• We offer tailored investment portfolios and financial planning to support our clients’ investment journeys, including growing wealth, managing retirement and investing when wealth changes.
• Our services include Craigs Women’s Wealth programme, which empowers women to begin investing and our Craigs KiwiSaver Scheme, which provides more control and flexibility over our clients’ financial futures.
• We also provide sustainable investing options, community wealth management and support for UK and Australian pension transfers, to help our clients achieve their financial goals.

WHY CHOOSE US:

• We have a deep understanding of Kiwi wealth needs, with over 65,000 clients and $30 billion in client funds under management.
• Our team of award-winning research specialists work closely with our clients to create personalised investment portfolios that reflect their values and goals.
• We are committed to building long-term relationships with our clients, based on trust, integrity and exemplary service, to help them achieve their financial aspirations.

FAQ
1. What is wealth management and how can it benefit me?
Wealth management involves creating a personalised investment portfolio and financial plan to help you achieve your financial goals, whether that’s growing your wealth, managing your retirement, or investing in your family’s future.

2. How do I get started with investing and what services do you offer?
We offer a range of services to support your investment journey, including tailored investment portfolios, financial planning and education on investing, to help you get started and achieve your financial goals.

3. Can I transfer my UK or Australian pension to a New Zealand-based investment scheme?
Yes, we can support you in transferring your UK or Australian pension to a New Zealand-based investment scheme, such as our Craigs KiwiSaver Scheme, to provide more control and flexibility over your financial future.