Craigs Investment Partners
Craigs Investment Partners, located in Auckland, provides expert wealth management services, including investment advisory, retirement planning and KiwiSaver management, to 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 based in local communities throughout New Zealand, providing truly personal service.
- We have a deep understanding of Kiwi wealth needs, built on trust, integrity and exemplary service.
WHAT WE DO:
- We offer tailored investment portfolios, actively working with clients to reflect their individual needs and goals.
- Our services include managing retirement, investing when wealth changes and providing specialist advice on KiwiSaver and other investment products.
- We also provide sustainable investing options, supporting clients in making investment decisions that align with their values.
WHY CHOOSE US:
- We have a strong track record of building enduring relationships with our clients, based on trust, integrity and exemplary service.
- Our expert advisers are committed to providing truly personal service, taking the time to understand each client’s unique needs and goals.
- We offer a range of services to support our clients’ investment journeys, from growing wealth to managing retirement and beyond.
FAQ
1. What is the process for creating a tailored investment portfolio?
Our expert advisers work closely with clients to understand their individual needs and goals, creating a tailored portfolio that reflects their unique circumstances.
2. How do you support clients in making sustainable investment decisions?
We provide in-depth research and sustainability themed insights, supporting clients in making investment decisions that align with their values and goals.
3. What services do you offer to support clients in managing their retirement?
We offer a range of services to support clients in managing their retirement, including tailored investment portfolios, KiwiSaver management and specialist advice on retirement planning.