Craigs Investment Partners
Private Wealth Associate
Jared joined Craigs Investment Partners in October 2021. For much of his time at Craigs, Jared was based in the Rotorua office but recently has shifted to the sunnier side of the Bay to work in head office. Previously, he spent 2 years working in Forensic Accounting for Aon Insurance Brokers.
Jared focuses on Equity and Debt markets, specialising in Portfolio Management for clients to help them achieve their investment goals. Clients range from high net worth right down to young children investing for their future education. Further, Jared is pursuing his Chartered Financial Analyst (CFA) designation aiming to attain the highest distinction in the investment management profession. Outside of work, Jared enjoys playing numerous sports and keeping active.
If you think you may be interested in talking to Jared, the following is a list of clients he deals with regularly:
- Individuals with excess savings.
- Business owners / Dairy Farmers who have sold their business / farm.
- Recipients of Inheritance / Wealth.
- Those looking to diversify their financial assets.
- Those considering a switch from their existing Financial Service Provider.
Even if you do not see yourself in the categories listed above and would like to talk to Jared, please feel free to contact him.