Craigs Investment Partners

Craigs Investment Partners, based in Auckland, provides expert investment advisory services, including wealth management, KiwiSaver and retirement planning for individuals, families and organisations in New Zealand.

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 committed to building enduring relationships with our clients based on trust, integrity and exemplary service.
• We have a deep understanding of Kiwi wealth needs, with a global market perspective and local expertise.

WHAT WE DO:

• We offer tailored investment portfolios and wealth management services to help our clients achieve their financial goals.
• Our services include retirement planning, KiwiSaver management and investing when wealth changes, such as selling a business or receiving an inheritance.
• We also provide sustainable investing options and community wealth management services for for-purpose organisations.

WHY CHOOSE US:

• We have a strong track record of helping our clients achieve their financial goals, with over $30 billion in client funds under management.
• Our expert advisers are based in local communities throughout New Zealand, providing truly personal service and support.
• We are committed to empowering our clients to make informed investment decisions, with a range of educational resources and support services available.

FAQ
1. What is the process for transferring my UK pension to a New Zealand-based investment portfolio?
Our team of experts will guide you through the process, ensuring a seamless transfer and providing support every step of the way.

2. How do I get started with investing in a KiwiSaver scheme?
We offer a range of KiwiSaver options and our expert advisers can help you choose the best scheme for your needs and provide ongoing management and support.

3. What is sustainable investing and how can it align with my personal values?
Sustainable investing involves making investment decisions that align with your personal values and goals and we can provide expert guidance and support to help you make informed decisions.