Client Stories
At Craigs Investment Partners our vision is to achieve inspired results for our clients, through personalised solutions for creating, growing and sustaining their wealth.
Start young
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 Introducing Ben - Broking Client and Recent Law Graduate
Twenty-four year old Ben Simon's parents had taught him early in life you can make the future you want, anyway you want it, as long as you are prepared to think outside of the square and take action. For Ben, this means being a young investor. The average New Zealand University graduate comes out of his or her degree owing a daunting $16,731* and spends years paying it back. Ben is not your average graduate.
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At any age
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 Introducing Robert and Joanna - Managed Portfolio Service Clients and Retirees
Robert & Joanna had been widowed since they were relatively young, and had the fortune to meet in retirement at 68 and 70 years of age.
The challenge for their Adviser was to help them secure their spending money without eroding their capital base. They wanted the freedom to do the things they’d each always wanted to do. |
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A legacy
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 Introducing Tom - Managed Client and Retiree
Fifteen years ago, through the death of a relative Tom and his wife inherited a significant amount of money. He and his wife Mary were determined to ensure their $7 million estate was put to sound use, well beyond their own lifetimes.
The couple approached Craigs Investment Partners for investment advice.
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Entrepreneurial
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 Introducing Roy - START® Client and Entrepreneur
Roy made a bold career change mid-way through his life as a result of a serious accident. He had received a five-figure pay out from ACC, which by the time he’d made the house and car wheelchair-friendly, was almost used up.
Fortunately he had income replacement insurance and a small amount of savings.
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* As at June 2010, the median student loan balance was $11,399. The average balance was $16,731. Sourced from http://www.beehive.govt.nz
In the interests of protecting the privacy of our clients, fictitious names have been used in stories and stand-in models have been used in photography. Rest assured however, the stories are based on actual facts and reflect real results.