About Adastra - Local | Comprehensive | Professional - Financial Advisers & Planners
AdAstra Financial Services is a growing team of professionals, passionate about local people and their businesses. AdAstra is owned and managed by local financial adviser Peter Crawford.
Peter is supported by two advisers and a friendly, capable administrative team. We are confident you will benefit from the time you spend with Peter and the team when discussing your financial product and service options.
Our belief on insurance – don’t pay for insurance you don’t need, but don’t fool yourself when thinking about your ability for ‘self-insurance’.
And when it comes to investing, it is important to have solid goals and a plan… and stick to that plan. We are here to help you develop your plan, adapt it to your changing needs and stay focused on achieving your goals.
We love working with successful motivated people and are grateful for the opportunity to work with our valued clients and respect the faith they have in us.
Our existing client base comes from a wide range of backgrounds in all life cycles, along with various entity types including Companies and Trusts. We work with people from all employment sectors (such as education, construction, health, farming and oil & gas), taking great pride in being able to support all needs from simple health insurance through to complicated investment management and everything in between.
We appreciate referrals from our clients and balance our time spent maintaining existing client relationships with developing new ones.
The Adastra Team
Meet the team at AdAstra Financial Services.
As we grow, we are always on the look out for another like minded person to join our team. If you are interested in the financial services industry and believe you have the necessary skills, please contact us for more information on opportunities we may have available.
AdAstra Financial Services is owned and managed by Peter Crawford. Peter is known to bring a blend of youthful energy, with industry knowledge and experience. Peter graduated from Massey University with a Bachelor of Business Studies (2006) and has been accredited as a Financial Adviser since the start of the regime (in 2011). Peter has a wide range of expertise in the financial services industry, and he is well regarded as a financial planner. Peter mainly specialises in insuring people and managing investments.
Peter’s other business interests include serving on two national boards and overseeing his family’s tourism/accommodation properties. Beyond family & business, Peter’s interests include loads of sports (esp. rugby, cricket, golf, mountain biking, hunting, fishing and scuba or free diving). He loves supporting his children with their hobbies and assisting the community.
Trish has been loving her work as a Financial Adviser since 2007. Trish specialises in assisting her clients with investment strategies (including KiwiSaver) and investing in personalised portfolios. Trish believes in partnering with her clients and takes immense satisfaction from using her specialist knowledge to the benefit of others. Trish is a Certified Financial Adviser, holds a Bachelor of Business and a Graduate Diploma in Financial Planning.
Trish is proud to be a Soroptimist member joining in 2022 and believes that giving a little back to the community is a privilege. Trish adores her grown family and her dog Billy and can often be found either out Biking or Kayaking down one of our beautiful rivers (with Billy in tow).
Michelle has been in the financial services industry for some 30 years in various roles and accredited in the financial advice space since 2011, and have always been passionate about ensuring my clients are well educated and have the tools to make informed choices about their insurance, kiwisaver and investment options.
Outside of the office, I’m a Mum to one amazing man-child and a ‘cat mum’ to a clowder of grey cats. In my spare time I like to keep my mental health in shape by being creative and undertake positive outcome projects.
Trent has been involved in Valuation, Property, Banking and Financial Services for over 25 years. Trent specialises in delivering personalised risk insurance advice solutions to a wide range of clients, including commercial and agricultural business owners through to individual clients. He enjoys working with clients to ensure they fully understand the options they have available to them to be able to make the best decisions for their own individual situation. He is also investment qualified so can help you with KiwiSaver and Investment strategies.
Trent has a Bachelor of Business Studies Degree from Massey University and also holds National Certificate in Financial Services Level 5 Accreditation Qualifications in both risk and Investments.
Outside of work Trent spends time managing his son Harry’s colt’s rugby team, following his daughter Georgia’s hockey expeditions and also still playing hockey himself. He is perennially trying to get fit but his enjoyment of food and beverage often hinders him achieving this goal!
Leigh has been a part of the AdAstra Financial Services business for over 9 years and comes from a financial management background. She enjoys assisting our Investment and KiwiSaver clients with their queries and administrative tasks. She also oversees the general office management including compliance, accounts, preparation of marketing material and maintenance of our client management system.
Leigh enjoys spending time with her family on their lifestyle block, with their pets and many animals and a new focus now on her daughter’s equestrian ambitions. Any time left over finds her ending the day with nice drink and a good book.
We are currently seeking an Administrator to support our Advisers and assist with various daily tasks related to helping clients with their financial products and services.
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