Matt Willis Email & Phone Number

I help people reach their financial goals by providing tailored investment advice to a broad range of private clients. I specialise in the area of Private Wealth Management, advising private clients, estates, charitable funds and private trusts in all aspects of portfolio management including advice on equity, fixed interest and Kiwisaver investments. 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 joined Craigs Investment Partners as an Investment Adviser in 1998.About Craigs Investment Partners:Established in 1984, Craigs Investment Partners is one of New Zealand’s largest investment advisory and management firm with over 50,000 clients and NZ$10 billion client funds under management and administration. We offer bespoke investment solutions to private, corporate and institutional clients, supported by an award winning research team and access to research globally through our relationship with Deutsche Bank. The Deutsche Bank Group holds a 49.9% equity interest in Craigs Investment Partners. This strategic alliance offers a broader range of financial products and services and significant investment opportunities. My specialties: - Tailored investment advice for private clients, estates, charitable and private trusts - Establishing an investment plan - Portfolio management, asset allocation and security selection - KiwiSaver - UK Pension transfers My qualifications: - Certificate of Authorisation AFA (2011) - NZX Adviser - NZX Diploma (2005) - Master Of Arts (Hons) (History), Auckland University (1996) My Disclosure Statement can be viewed on www.craigsip.com

Listed skills include Investments, Portfolio Management, Equities, Strategy, and 13 others.

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  King'S College/ Auckland University