AUCKLAND WORKSHOP REGISTRATION
When: 5:30pm, Tuesday 19 March
Where: Level 32, Vero Centre 48 Shortland Street Auckland
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
David joined Craigs Investment Partners in 2018 as an Investment Adviser after spending 18 years working and living in the UK with his family. Prior to joining Craigs, David was a Director, Client Adviser in England looking after the wealth of private individuals, businesses, pensions funds, charities and trusts.
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?
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.
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