Fraser Pease, Cfa Email & Phone Number

Through investing I help my clients create wealth and achieve their financial goals. Every client's needs differ; my approach is to first understand your needs, then recommend a suitable service and investment strategy appropriate to you.I help a range of clients, from management of larger private and charitable portfolios to clients just starting their investment journey.My education and professional experience is unique. I started my career trading share options on trading floors in Chicago and New York for one of the largest trading firms in the US. When I came home I learnt the NZ market while I worked as an equity dealer for Craigs IP. My time in Corporate Finance at PwC taught me how to value businesses, build financial models, and communicate well. Completing the CFA Charter allowed me to understand investment management and is the global benchmark qualification for the Investment Management Industry. I understand I'm the only CFA Charterholder working as an Investment Adviser in the Waikato. Common financial goals I assist with include:• providing a reliable and growing income • capital growth• retirement planning • inter-generational planning With a well thought out plan and creating an on going partnership we can work towards achieving your goals. Outside of work, I have a lovely wife and three young children. I am into a range of sports, including being a passionate football player, surfer, mountain biker and snowboarder. I help in the community when I can. Established in 1984, Craigs Investment Partners is one of New Zealand’s largest investment advisory and management firms. Craigs offer bespoke investment solutions to private, corporate and institutional clients, supported by one of the largest research teams in New Zealand.My Disclosure Statement can be requested by emailing me at fraser.pease@craigsip.com

Listed skills include Valuation, Equities, Investments, Corporate Finance, and 22 others.