In March 2024, Craigs Investment Partners held a company-wide fundraiser for the fifth year running to raise funds for New Zealand’s regional rescue helicopters. Teams or individuals challenged themselves by cycling, running, walking, or swimming to complete 50kms per day. The concept started in the Craigs’ Nelson office five years ago and was so successful that it’s become a nationwide initiative.
This year, Craigs’ Nelson employees raised $12,500. With the company generously matching donations dollar for dollar, total funds raised locally of $25,000 will be donated to the Nelson Marlborough Rescue Helicopter.
Investment adviser Jason Craig participated as an individual, cycling 50km a day, totalling 1,554kms and raising over $7,500. “The Regional Rescue Helicopters are a crucial part of our communities; we all know someone that has needed their help. The Craigs 50km a day challenge is a one-month commitment to helping them, when they are there to help us every month,” says Jason.
To date, the Nelson Branch will have contributed over $90,000 to the Nelson Marlborough Rescue Helicopter Trust.
Craigs Investment Partners is one of New Zealand’s largest investment advisory firms and has been providing New Zealanders with quality investment advice for 40 years. A relationship-based approach with a focus on quality assets, diversified investing, and well-timed business innovations has seen Craigs grow from a small broker in Whakatane to one of New Zealand’s leading wealth management firms with over 180 advisers located across 19 branches from Kerikeri to Invercargill.
Investment adviser Karl Williscroft reflects on Craigs progression over the years. “Although a lot has changed since the doors opened in 1984, one element that has remained steadfast is our focus on our clients. We take huge pride in being able to guide our clients throughout their financial journey, providing support and expertise to navigate everchanging market conditions relative to their situation and objectives” he says.
“The investment plans we build are based on what matters to our clients, with personalised solutions every bit as unique as they are, and personalised investment advice backed by our Private Wealth research teams’ in-depth market insights”, adds Jason.
Investment adviser Tanya McMurtrie says that Craigs is committed to its clients for the long haul and also to the Nelson region and the local community which they serve, whether it’s through educational seminars or active support for organisations such as Top of the South Community Foundation, Brook Waimarama Sanctuary Foundation, Big Brothers Big Sisters of Nelson, and Track Cycling Nelson, or our local regional helicopter trust, Nelson Marlborough Rescue Helicopter.
“Ultimately, we love helping people. It is very satisfying seeing someone develop an understanding of their own financial situation as we explain their options and help their investments grow to achieve their goals, whatever they might be.”
The advisers at the local Nelson branch take pride in being able to walk alongside their clients throughout their financial journey, providing advice and expertise to navigate different market conditions.
Whether you are ready to invest right now or are thinking you need some advice to help prepare for your financial future, the advisers at the Craigs Nelson branch are here to help. Reach out to the local team on 03 744 0100 or nelson@craigsip.com.
Craigs Investment Partners Limited is a NZX Participant firm. Jason, Karl and Tanya’s adviser disclosure statement is available on request and free of charge. The Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement can be viewed at craigsip.com/terms-andconditions.
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