Craig Smith

Partner

Biography

Craig joined Findex in 2017 through the acquisition of Wealth Works, where he had been providing clients with investment & financial advice since 2010. Prior to that Craig was advising clients of another Auckland based accounting firm.

Craig is the Adviser Representative on the Findex New Zealand Investment Committee, ensuring that the voice of clients is well considered in all decisions.

He is committed to providing well rounded financial advice for all clients. He takes a holistic approach and considers all elements of a client's financial and lifestyle situation before developing strategies to achieve their goals.

My speciality

Wealth Management
Office Location
Findex Auckland
Level 29, 188 Quay Street
Auckland, 1010
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Phone: 09 303 4586

Articles by me

By Craig Smith
2 min read
Wealth ManagementAccounting
By Craig Smith
6 min read
Wealth ManagementInvestments
By Craig Smith
2 min read
Wealth Management
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