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Investor Basics Workshops

Learn about investing in one of our Investor Basics workshops, are held over one or two sessions (lunchtime or evenings). Each workshop is approximately 1 1/2 hours. The free workshops are small, interactive and have been designed to promote discussion. For this reason, numbers have been limited to 10-12 attendees per workshop series.

Our workshops will cover:

  • The fundamentals of investing – why, how and where to invest
  • Key investment principles – what you need to consider when you invest
  • How to build your own personal investment portfolio

We aim to provide you with enough information to help you establish your investment goals and develop a sound understanding of investing so you feel more confident when talking with your Investment Adviser about personal investment plan and investment decisions. In each workshop you will be provided with handouts to take home and read in your own time.

Can't find a workshop in your region?

Our workshops are scheduled on an on-demand basis in different locations around New Zealand. Register now to be kept informed of upcoming workshops in your region.

 

When Location Details

5 December 2017
5:30pm

Tauranga

158 Cameron road
Tauranga

Craigs Investment Partners invites you to our upcoming Investor Basics Seminar
more
Register

Description

Our Investor Basics Workshops are designed to help those people interested in learning the fundamentals of investing. We aim to help you be more confident in setting goals, talking to your Investment Adviser and developing an investment portfolio.

We are hosting an Investor Basics workshop which will cover the fundamentals of investing - why, how and where to invest. We encourage you to be interactive and promote discussion.

Investor basics workshop advisers

Disclosure Statement [pdf]

Katie Douglas-Clifford joined Craigs Investment Partners as an Investment Adviser in June 2016, she is an Authorised Financial Adviser. Katie has over 9 years experience in financial services across investment management and financial advice. Prior to joining Craigs, she was a KiwiSaver specialist with Fisher Funds. Katie’s area of focus is across KiwiSaver, Superannuation and Savings products, as well as corporate relationships.

Katie is passionate about KiwiSaver and wealth creation and is eager to engage and educate clients to support them on their journey towards financial success.

Katie enjoys the outdoors and can often be found walking up or around Mt Maunganui, spending time with family and friends. She is also a keen traveller and enjoys immersing herself in other cultures.

Katie holds the following qualifications:

  • Bachelor of Commerce (Finance), University of Auckland (2006)
  • Bachelor of Arts (Psychology), University of Auckland (2006)
  • Certificate of Authorisation AFA (2017)
 

Disclosure Statement [pdf]

Lawrence Young joined Craigs Investment Partners in 2013 after relocating to Tauranga with his wife and young family. Prior to moving to Tauranga, Lawrence was employed in the investment banking sector in London for five years undertaking prime brokerage roles at UBS, Lehman Brothers and Credit Suisse Securities. Prior to this he has held various positions within ANZ and National Bank treasury.

Lawrence enjoys spending time with his young children and making the most of the Tauranga lifestyle. He has a keen interest in most sports and plays basketball and golf regularly.

Lawrence holds the following qualifications:

  • Bachelor of Commerce and Administration (Accountancy and Commercial Law) Victoria University of Wellington (1998)
  • Certificate in Investments (Securities) London (2008)
  • Certificate of Authorisation AFA (2013)

He is a member of or accredited with the following organisations:

  • NZX Associate Adviser

Disclosure Statement [pdf]

Rohan joined Craigs IP in Dec 2009. He has over 15 years Financial Services experience working in the UK, Australia and New Zealand. Previous roles include working as a Branch Investment Specialist for ASB Investments as well as a Portfolio analyst for JP Morgan Sydney.  Rohan utilises his all-round advisory and management skills to partner with clients to build investment solutions and help achieve their goals

In his spare time he enjoys going to the beach with his family, playing golf and watching rugby and cricket.

Rohan holds the following qualifications:

 

  • Bachelor of Commerce, University of Stellenbosch (1998)
  • Postgraduate Certificate in Applied Finance and Investments, FINSIA (2007)
  • NZX Diploma (2010)
  • Certificate of Authorisation AFA (2016)

He is a member of or accredited with the following organisations:

  • NZX Adviser







27 November 2017
5:30pm

Christchurch
Craigs Investment Partners
Level 3
76 Victoria Street
Christchurch
Craigs Investment Partners invites you to our upcoming Investor Basics Seminar
more
Register

Description

Our Investor Basics Workshops are designed to help those people interested in learning the fundamentals of investing. We aim to help you be more confident in setting goals, talking to your Investment Adviser and developing an investment portfolio.

We are hosting an Investor Basics workshop which will cover the fundamentals of investing - why, how and where to invest. We encourage you to be interactive and promote discussion.

Investor basics workshop advisers

Disclosure Statement [pdf]

Ian Watson joined Craigs Investment Partners in 2014. He has over 25 years’ experience in the financial services industry in both New Zealand and the United Kingdom.

Ian previously worked as an Investment Adviser at Murray & Co. Wealth Management and Macquarie Private Wealth and as a Financial Planner at Spicers Portfolio Management.

Outside of work Ian enjoys spending time with family, which mostly involves taxi driving 3 teenage daughters to their various activities. Water sports are popular plus a few days skiing in the winter if there is plenty of snow.

Ian holds the following qualifications:

  • Bachelor of Agricultural Science, Lincoln University (1986)
  • GDip Business Studies (Financial Planning) CFP, Massey University (2002)
  • Certificate of Authorisation AFA (2011)

He is a member of or accredited with the following organisations:

  • NZX Associate Adviser

To be confirmed

Your nearest branch

Upcoming Workshops
If you can not find a time or location that suits you, please register your interest here.

more
Register

Description

The workshops will cover:

  • The fundamentals of investing - why, how and where to invest
  • Key investment principles - what you need to consider when you invest, and
  • How to build your own personal investment portfolio

A local adviser will run the workshop. 

Investor basics workshop advisers

Disclaimer
Our Investor Education services are intended to provide you with general information. For specific investment advice please contact an Investment Adviser or phone 0800 272 442.