Craigs buys up Dunedin-based fin planning firm

Craigs Investment Partners has acquired Dunedin-based financial planning and wealth management firm Polson Higgs Wealth Management.

The move is interesting as it grows Craigs' financial planning operations and phwealth is aligned with Consilium which was recently acquired by FirstCape.

"Expanding into adjacent financial planning services to grow our wealth management offering is an important part of Craigs’ strategy and we are excited about the capability phwealth adds to our wider team,” Craigs Chief Executive Simon Tong says.

“The strength of phwealth’s financial planning and wealth management service is underpinned by its highly talented and motivated team. phwealth’s evidence-based, reliable approach to investing has been honed over 25 years.