| Product Feature |
Benefit To You |
| Personalised Advice |
Tailored advice and guidance is available across all asset classes. Your Craigs Investment Partners Investment Advisor can provide you with stock-specific advice covering New Zealand, Australian and global share and bond markets and then execute investments on your behalf.
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| We are an Accredited NZX Firm |
We operate under the NZX Participant Rules. The New Zealand Stock Exchange (NZX) operates its market within a regulatory framework designed to maximise transparency and they continually monitor the activity of market participants, to ensure strict compliance regulation are upheld. Craigs Investment Partners is one of only approximately twenty two NZX Accredited Participant Firms in New Zealand and all our advisors are accredited NZX Advisors or Associate Advisors. Go to Meet our Investment Advisors
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| Personalised Global-Local Service |
We offer our clients the best of both worlds: global resources combined with local knowledge. You benefit from our personalised approach, and the resources and strength of our strategic alliance partner. It all adds up to an extensive knowledge of both the local and global markets.
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| Research Reports and Resources |
Broking clients will benefit from the market intelligence contained in our extensive range of publications produced by our research team, such as:
- Daily and weekly market commentaries
- Research reports on New Zealand and Australian Companies; international Investment Trusts and a range of global stocks
Clients who register on the Craigs Investment Partners website can search and access reports from the extensive Research database available on-line. |
| Access to New Investment Opportunities |
Broking clients can benefit from the opportunity to access new capital raisings and IPO’s. Craigs Investment Partners has played a significant role in the majority of equity and debt transactions and capital raisings in recent years. In some cases, clients have an opportunity to purchase investments, which are not available to the general public. Go to Our Awards and Credentials
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| Online Investment Tracking |
Clients who register on the Craigs Investment Partners website can keep track of their investments. A wide range of market information is available online for listed securities on the NZ and Australian exchanges. By creating Watchlists and Alerts, you can stay up-to-date with any movements in the markets affecting your investments. Go to The Markets
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| Seamless Transactions |
Broking clients can ensure their transactions are handled effectively by selecting the Craigs Investment Partners Cash Management Account. This account maximises transaction efficiency and convenience for you by allowing you to:
- Hold cash in your portfolio either on-call or on short-term, fixed-rate deposit in a range of currencies;
- Settle your equity and fixed interest transactions seamlessly and
- Receive dividends and distributions from your investments. Go to Cash Management Account
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| Help with One-off Sales & Winding Up Estates |
Somewhere along the way, you may have acquired a holding of shares, which you now wish to sell (through a gift, inheritance, or customer allocation in the sale of a State Owned Enterprise, for example). Or perhaps you have the responsibility of winding up an estate on someone’s behalf, which includes a parcel of shares in local and / or international companies.
Either way, if you are looking for some guidance a Craigs Investment Partners Investment Advisor is able to advise you on the holdings and the best way for the shares to be sold.
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