Craigs Investment Partners Tauranga would like to invite you to an upcoming event: Planning for your future.

We invite you to join us to learn about managing your assets throughout your life, and beyond. This event will offer guidance on preparing for the future, including the implications of various ownership structures and the benefits of a diversified investment approach.

When: Wednesday 25th September, 5pm arrival for a 5.30pm start

Where: Craigs Investment Partners, 158 Cameron Rd, Tauranga

Hosts:

Katie Douglas Clifford, Investment Adviser at Craigs Investment Partners

Planning for a prosperous future is crucial at any stage of life. For 40 years, Craigs have been helping Kiwis navigate investing and we’re here to deliver tailored investment solutions specific to your values and ambitions. Join Katie as she explores strategies for optimising your retirement income and aligning your investments with your long-term aspirations. Whether you’re nearing retirement or strategically planning for it, Katie’s insights will help you navigate your financial journey with confidence and clarity.

Brooke Courtney, Partner at Sharp Tudhope Lawyers

Sharp Tudhope Lawyers been helping clients manage their legal affairs and protect their wealth for over 125 years. In this session, Brooke will discuss the importance of getting legal ownership structures right, and what this can mean for you, your family and your assets when life changes. This session will cover key points in relation to wealth protection, including the implications of trusts, companies, partnerships, relationship law and estate planning.

RSVP: Seats are limited, please RSVP by Friday 20th September.

Light refreshments will be served prior.