Craigs started as a small regional branch, eventually going on to become a reputable advisor of personal investment from Kerikeri to lnvercargill. Today, they’re one of New Zealand’s leading investment advisory firms, with an aim to provide quality investment services suited to the diverse needs of their clients. They currently have 4 business divisions that align with their goals: private wealth, investment banking, institutional equities and funds management.
As a long-standing investment advisory firm, they’ve come a long way and have tailored years of experience and financial guidance in their Craigs KiwiSaver Scheme. This scheme is best suited for Kiwis looking for more flexibility in their investment portfolio. If you want more control over your investment for retirement or a first home buy, consider taking a look at Craigs KiwiSaver investment options.
Invest in your future today and get more control over your portfolio with Craigs investment and KiwiSaver scheme! You can expect nothing but the best customer-driven services from their dedicated pool of experts, who will help you every step of the way in reaching your financial goals.
Why enrol with Craigs KiwiSaver?
Today, it’s not enough that you’re saving money - you should also be in control of your investment and be a smart investor. This involves knowing the processes that are facilitating your investment, such as what companies you’re investing in, how these companies are faring in the world market, the risk factor of your investment, and more. There aren’t many investment firms who are willing to empower you to the point that you can become your own investment manager. Craigs KiwiSaver lets you be in control of your investment portfolio, so that you can work together in reaching your financial goals.
Applying a client-focused approach
Craig investment and KiwiSaver scheme applies a client-focused approach that’s facilitated by over 200 employees and more than 150 Authorised Financial Advisers (AFA/NZX) across NZ. You can expect a high level of expertise, experience, and knowledge that’s backed by research and market-based analysis. As you’ll be managing your investment with experts, you can rest assured that your money is in the right place, and experience worry-free savings.
Craigs KiwiSaver Scheme NZ - Fees, Returns, Scheme
Craigs KiwiSaver investment options
What makes Craigs KiwiSaver Scheme unique is that you’ll be able to select your investment options from over 190 Australasian and international shares (equities), funds and securities based on your future goals and level of risk. Investment options are NZ managed funds (such as QuayStreet Funds, Milford funds) Australian equities, NZ equities (such as Contact Energy, Mercury), international equities, listed property, and cash and cash equivalents.
myStart for new investors
Craigs myStart feature suits both new and young investors (you can even open an account for a kid!) as you can start with $100 per month and can invest in investment options suited for easy investing. myStart is a great way to start investing for your future if you’re still familiarizing yourself with investments and starting with a small budget.
Fees and charges
Craigs charge a fair amount to manage your account competitively. With a Craigs investment and kiwisaver scheme, you’ll be charged a total annual fund charge, which includes management fees (maximum of 1.25%, underlying fees and expenses, and performance fees). Other fees include an administration fee ($30 p.a.), brokerage (1.25%), and scheme expenses ($15.00 p.a.), which will occasionally vary depending on the total costs and expenses from the previous year.