AUCKLAND WORKSHOP REGISTRATION

INFORMATION

When: 5:30pm, Wednesday 12 September
Where: Level 32, Vero Centre 48 Shortland Street Auckland

DETAILS

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
  • An overview of KiwiSaver

 

YOUR WORKSHOP HOSTS

Peter-Courban

PETER CORBAN

INVESTMENT ADVISER

Peter specialises in the provision of high-end, discreet, wealth and investment advice, with his major speciality being in monitoring and managing investment portfolios on behalf of clients.


200x200_Ashley-Brown

ASHLEY BROWN

KIWISAVER SPECIALIST ADVISER

Ashley is part of our specialist team dealing with all aspects of KiwiSaver, UK Pension Transfers and savings products. She enjoys working closely with her clients to build investment solutions and help them achieve their financial goals.

WANT TO LEARN MORE?

EBOOKS

Download our free ebooks to learn more about a range of investing topics.


INVESTING KNOW-HOW VIDEOS

Our short educational videos focus on the basics of investing, from how to get started to diversification.


INSIGHTS

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