TAURANGA WORKSHOP REGISTRATION
12noon - 1:00pm, Monday 7 May
Craigs Investment Partners House, 158 Cameron Road, Tauranga
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.
The workshop 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
YOUR WORKSHOP HOSTS
Rohan is part of our specialist team dealing with all aspects of KiwiSaver, UK Pension Transfers and our savings products.
Bridget advises clients on all aspects of equity and fixed interest investments specialising in investment strategy and portfolio management. She is also a regular host of workshops in Tauranga.
WANT TO LEARN MORE?
Like many industries, the terms used within the investment industry can be quite confusing. To help you navigate your way, we developed a glossary of investing terms.
INVESTING KNOW-HOW VIDEOS
Our short educational videos focus on the basics of investing, from how to get started to diversification.
Keep informed of market news, financial information and investor learning resources with our Insights hub.