Services

We offer a range of services that can be tailored to your individual needs

We understand that investing is a dynamic process. We also know that every client is different, with different needs, preferences and goals for the future.

Through our network of professional Investment Advisors we offer a comprehensive range of services.

Wealth Management Services

These are our premium portfolio management services where a dedicated Investment Advisor works with you to develop an investment strategy and portfolio that is personalised to your needs.

Sharebroking

We offer objective advice in all asset classes; including listed and unlisted securities, fixed interest, private equity and provide a full broking service across all the world’s major share and bond markets.

Cash Management

Cash is a key component of an investment portfolio. That’s why we established the Craigs Investment Partners Cash Management Account - a multi-currency account offering attractive returns and flexible investing for your money.

Superannuation Solutions

Learn about the benefits of a simple and effective way to invest for retirement.

KiwiSaver

View the key incentives of KiwiSaver and our unique KiwiSaver scheme, kiwiSTART®.

Investment Banking Services

For companies looking to obtain strategic financial advice and service. We provide the complete range of Investment Banking solutions: Initial Public Offerings (IPO's), rights issues and placements, mergers and acquisitions and public company takeovers.

In partnership with you, we use these services to develop personalised investment solutions for creating, growing and sustaining your wealth - to help you make the future you want.

So, no matter whether you are just starting out, are well on the way to achieving financial independence or already financial successful we can help you achieve what you want from your investments.

For a complete overview of all the services we provide view our Services Overview page.