Sponsored: Craigs Investment Partners’ Corporate Day attracts CEOs to Blenheim

In March 2024, Craigs Investment Partners hosted a Corporate Day at the ASB Theatre in Blenheim. Summerset CEO Scott Scoullar, and Delegat Group managing director Steven Carden, both attended the event facilitated by Mohandeep Singh, portfolio manager at Craigs Investment Partners.

Over 100 guests turned out to hear from Scott and Steven, who provided valuable insights on Summerset Group and Delegat Group respectively.

The event showcased how Craigs’ Blenheim branch provides the Marlborough Region with direct access to senior leaders of large corporates.

Local Craigs investment adviser, Felix Vavasour, shared his enthusiasm for bringing together clients to hear directly from these high-profile CEOs.

“It’s fantastic to be able to facilitate an event such as this as a result of our scale and connections as a business. These events are a valuable resource for the Marlborough region by providing a great opportunity for the audience to gain insights from business leaders through their relationship with local Craigs’ investment advisers.”

As a business, Craigs 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 Kent Winstanley 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 Felix.

Kent Winstanley says that Craigs is committed to its clients for the long haul and also to the Marlborough 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 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.”

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 Blenheim branch are here to help. Reach out to the local team on 03 577 7410 or blenheim@craigsip.com

Craigs Investment Partners Limited is a NZX Participant firm. Felix and Kent’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-and-conditions. Please visit craigsip.com