Wealth management firm Craigs Investment Partners has opened a branch in Wānaka, giving locals greater access to personalised wealth management services and strengthening the firm’s existing connections with the community.

“Wānaka is Craigs’ twentieth branch and our eighth in the South Island,” Craigs’ head of private wealth and markets Jeremy Williamson said.

“Our growing network of local branches reflects the strong demand for the personalised approach to wealth management that Craigs offers, tailored to clients’ unique circumstances and underpinned by strong client-adviser relationships fostered through shared local connections.”

While Craigs’ branch at 13 Sir Tim Wallis Drive is new, the firm’s connections with the Wānaka community are longstanding. Investment Adviser Paul Gardner, who joins from Craigs’ Queenstown branch, has lived locally for 12 years.

Alongside Paul, established Craigs’ Investment Adviser Haley Van Leeuwen is based at the branch. The pair are joined by Aaron Shearer, who has recently returned from 17 years working in Sydney, New York and London.

“The doors may have just opened but the three investment advisers servicing clients in the region combine more than 60 years of financial services experience and are outstanding professionals,” Jeremy said. 

Locals interested in learning more about how Craigs can support them to achieve their goals through personalised wealth management are welcome to visit the branch for an obligation free conversation.

PHOTO: Supplied