Craigs Investment Partners

Craigs Investment Partners, located in Hamilton, New Zealand, provides comprehensive wealth management services, including investment advice for individuals, families and trusts, with a focus on portfolio construction and management.

WHO WE ARE:

• We are a team of experienced investment advisers dedicated to fostering intergenerational wealth and educating the next generation about investing.
• Our team holds relevant qualifications, including the New Zealand Certificate in Financial Services and degrees in Business and Economics.
• We have a strong presence in the community, with our team members involved in various local organisations and initiatives.

WHAT WE DO:

• We specialise in portfolio construction and management for private clients, family trusts and estates, advising on fixed income, equity and alternative investments.
• Our services include discretionary investment management, managed portfolio services and investment administration.
• We also provide expertise in areas such as KiwiSaver account management, sustainable investing and UK pension transfers.

WHY CHOOSE US:

• We offer a personal and tailored approach to wealth management, taking the time to understand our clients’ unique needs and goals.
• Our team has extensive experience and expertise in investment management, providing our clients with confidence and peace of mind.
• We are committed to building long-term relationships with our clients, providing ongoing support and guidance throughout their investment journey.

FAQ
1. What is portfolio construction and management?
Portfolio construction and management involve creating and maintaining a tailored investment portfolio to meet our clients’ individual needs and goals, taking into account their risk tolerance, investment horizon and financial objectives.

2. How do you approach investment advice for families and trusts?
We take a holistic approach to investment advice for families and trusts, considering the unique needs and goals of each family member or beneficiary and providing guidance on intergenerational wealth transfer and estate planning.

3. What is sustainable investing and how do you incorporate it into your services?
Sustainable investing involves considering environmental, social and governance (ESG) factors when making investment decisions and we incorporate this approach into our services by offering sustainable investment options and considering ESG factors in our portfolio construction and management processes.