RIVAL Wealth Competitors

We are one of New Zealand’s leading investment advisory firms. We understand the importance of a personalised approach to creating wealth, which is why we specialise in creating truly tailored investment portfolios and trusted partnerships that can last a lifetime. With 20+ locations nationwide, our expert advisers are in local communities throughout New Zealand. Our Investment Banking division offers a full range of corporate finance capability, underpinned by our global resources and an experienced team, with expertise across a range of industry sectors. Contact Craigs Investment Partners on: • Freephone: 0800 272 442 • Email: headoffice@craigsip.com • To contact an Investment Adviser visit: craigsip.com/find-an-adviser The Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement is available at craigsip.com/tcs. Craigs Investment Partners Limited is a NZX Participant firm.

Milford is a specialist investment company with a strong history of growing wealth and increasing the prosperity of our economy. In 2003 an experienced group of individuals recognised New Zealanders needed a world-class investment partner they could trust. They banded together and established Milford. We practice what we preach, aligning our interests with those of our investors. This means we invest alongside our clients, in the same funds as they do. Today, more than 100 passionate and talented individuals across offices in Auckland, Waikato, Tauranga, Wellington, Christchurch, Wanaka and Sydney work collaboratively to manage over $15 billion of funds. Discover more at https://www.milfordasset.com

Forsyth Barr is a NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and KiwiSaver. Founded in 1936, Forsyth Barr has offices across New Zealand, visit forsythbarr.co.nz/about for more information.