Fraser joined Chris Lee and Partners in 2022, bringing with him a wealth of experience in the investment sector that began during the challenging times of the Global Financial Crisis. He has since transitioned from being an Investment Analyst to Managing an Investment Team within a national Private Wealth business. Here, he was entrusted with managing various investment funds and creating portfolio strategies for individuals, family trusts, estates, and charitable trusts.
Fraser has a strong and growing knowledge of New Zealand and Australian companies and sectors, built through years of analysis and relationships throughout the industry. His expertise extends to asset allocation and portfolio management, with a practical history of managing funds that span cash, fixed interest, and shares, both local and international.
Fraser’s approach to investing is about keeping it simple and easy to understand. He believes that getting your investment mix right is the biggest step towards success. He aims to achieve this by helping create clear, realistic targets for your savings and keeping your eyes on those long-term goals, rather than worrying about day-to-day noise and volatility brought by headlines.
Clients have the opportunity to meet with Fraser in Paraparaumu, Wellington, the Wairarapa, Christchurch and Otago. Fraser grew up in the Otago and Southland regions, attending the University of Otago. He regularly travels to the South Island to see family, friends, or clients. He also enjoys road trips and will accommodate client visit requests.