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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 Specialities
Wealth ManagementOffice Location
Articles by me
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NZ Investment Outlook Webinar
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By Craig Smith 1 min read
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Understanding bond investing
By Craig Smith 1 min read
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Why succession planning matters and how to do it right
By Craig Smith 1 min read
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Investment Briefing with Alceon Group
By Craig Smith 1 min read
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New Zealand commercial property market update
By Craig Smith 1 min read
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What you can do in a turbulent market
By Craig Smith 1 min read
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NZ Economy, Inflation and Pre-Budget Insights
By Craig Smith 1 min read
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Compounding investment returns: the eighth wonder of the world
By Craig Smith 1 min read
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Changes to NZ Super for non-qualifying partners
By Craig Smith 1 min read
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Findex Wealth Management working for you in New Zealand
By Craig Smith 1 min read