Meet Our People _
Craig Offwood
Financial Adviser & Partner
Qualifications
Graduate Diploma Business Studies – endorsed Personal Financial Planning
National Certificate in Financial Services (Financial Advice, Level 5)
Member
About Craig
Craig joined Rutherford Rede in mid-2022 after 11+ years with ANZ Bank. In his last role, Craig was Regional Manager for ANZ Private, responsible for the Auckland and Northland regions, leading a team of up to 50 staff.
Craig was introduced to investments at an early age through his maternal grandfather, the seeds of which led to his career in financial services starting in the mid-1980s. Craig has held a variety of operations and product related roles in the financial services sector, before moving into relationship and business development roles. As his interest in investment advice grew, Craig completed his investment qualifications between 2009 – 2012, thus paving the way to move into financial advice. Craig enjoys building lasting, trusted relationships with his clients and assisting clients to achieve their lifestyle goals through sound investment planning.
Craig lives on the North Shore with his wife and daughters. He enjoys the lifestyle offered in and around Auckland, getting out on the water paddle-boarding through the summer months and fitting in as much golf with friends and clients as time will permit.
Craig has developed expertise in helping clients who have come into money suddenly due to changes in their lives, such as large Lotto winners, family inheritance, and business sale proceeds.
What clients say about Craig _
“We chose you because of a trusted referral from a friend who praised your long-term focus and personalised approach. We were approaching the stage in our lives where the children were leaving home, we were planning for retirement, and we were considering what else we wanted to do in life, as well as how we might help the children in the future. We realised that we needed a cohesive plan instead of scattered investments - an expert to consolidate our assets and provide direction.
The initial consultation was unlike others; you focused on our life goals, not just selling a product. The detailed planning sessions, especially around retirement modelling and how to maintain our desired lifestyle made our future feel concrete and achievable.
We understand the 'why' behind every investment decision. The advice didn't just guide us on what to do, it taught us how our plan is structured to weather any storm. The clarity and structure - now, we have a unified strategy that gives us peace of mind.”
— Business owners, planning for retirement
Why our people matter to you
If you're wondering whether we're the right fit, let's talk. You don’t need to know the right questions. You just need to start the conversation.