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Sponsored | Craigs Investment Partners economic update for investors

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Nelson Magazine

Craigs Investment Partners’ Mark Lister shares his view on what lies ahead for investors in the current economic climate.

In August, Craigs Investment Partners hosted an economic and market update at the Trafalgar Centre in Nelson. Over 200 guests attended to hear from Craigs’ investment director, Mark Lister, who shared valuable insights and perspectives on the current economic climate.

“It was fantastic to meet our Nelson clients face to face, share my view on how the economy might perform in 2024, if and when interest rates will drop, what the US election might mean for markets, the outlook for shares, fixed income, and other assets, and how investors should be positioned for the remainder of the year,” says Mark Lister.

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Jason Craig, Tanya McMurtrie, Mark Lister, and Karl Williscroft from Craigs Investment Partners at the State of the Nation event in August.

Local Craigs investment adviser, Jason Craig, shared his enthusiasm for bringing together clients to hear directly from Mark Lister, as well as local charity, Brook Waimārama Sanctuary, which Craigs proudly support. “Brook Sanctuary is one of many organisations that we partner with locally, and we wanted to take the opportunity to share the incredible preservation work they’re undertaking in the environment for the Nelson region,” says Jason.

Ru Collins from Brook Sanctuary is grateful for Craigs’ support. “We’d like to thank Craigs for the opportunity to be part of this event. It’s great to be able to explain what we do – we are the largest fenced sanctuary for endangered plants and creatures in the South Island. We’re grateful for Craigs’ ongoing support, which allows us to continue the work undertaken in the environment to make a difference for our community.”

Investment adviser Tanya McMurtrie is proud to bring this event to the Nelson region. “We’re thrilled to once again host our State of the Nation event, bringing the latest economic insights to the region. This time it’s marking our 40th anniversary.”

Craigs has been providing New Zealanders with quality investment advice since 1984. 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 Whakatāne to one of New Zealand’s leading wealth management firms, with over 180 advisers located across 19 branches from Kerikeri to Invercargill.

“While much has evolved since we began, our commitment to our clients has remained unwavering. We take great pride in guiding our clients through their financial journey, providing support and expertise to navigate ever-changing market conditions,” says investment adviser Karl Williscroft.

“The investment plans we build are based on what matters to our clients, with personalised solutions every bit as unique as they are, and our investment advice backed by our investment teams’ in-depth market insights.”

Jason adds, “Along with our commitment to clients for the long haul, we also take pride in supporting the communities we serve, whether it’s through educational seminars or active support for organisations such as Top of the South Community Foundation, Big Brothers Big Sisters Nelson Tasman, or our local regional helicopter trust, Nelson Marlborough Rescue Helicopter Trust.”

Whether you are ready to invest right now or are thinking you need some advice to help prepare for your financial future, the team at the Craigs Nelson branch are here to help. Investment advisers Tanya McMurtrie, Jason Craig and Karl Williscroft are ready to assist. Reach out to the local team on 03 744 0100 or nelson@craigsip.com.

Craigs Investment Partners Limited is a NZX Participant firm. Adviser disclosure statements are 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 www.craigsip.com.

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