AUCKLAND WORKSHOP REGISTRATION

INFORMATION

When: 5:30pm, Thursday 19 September
Where: Boardroom, Level 32, Vero Centre, 48 Shortland Street, Auckland

DETAILS

Our Investing 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

Tanya

TANYA OSBORNE

INVESTMENT ADVISER

Tanya has always had a passion for investment markets beginning her career in 1999 spending two years with the New Zealand Stock Exchange in a legal role and then six years in London.


Tom

TOM WOODHAMS

INVESTMENT ADVISER

Prior to joining Craigs, Tom worked in Auckland for 8 years and London for 6 years as a senior foreign exchange dealer, servicing the needs of some of the world’s largest fund managers.


Ryan-Goldsmith

RYAN GOLDSMITH

KIWISAVER SPECIALIST ADVISER

Ryan joined Craigs in 2015 and spent three years as an Adviser Assistant before becoming an Investment Adviser in 2018. He has a passion for the industry, in particular educating clients on KiwiSaver.

WANT TO LEARN MORE?

GLOSSARY

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.


INSIGHTS

Keep informed of market news, financial information and investor learning resources with our Insights hub.