AUCKLAND WORKSHOP REGISTRATION

INFORMATION

When: 5:30pm, Tuesday 2 April
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

Amelia

AMELIA WONG

INVESTMENT ADVISER

Amelia has worked in the financial markets for over 15 years. She has extensive experience in New Zealand and offshore in investment banking, as a sell side equity research analyst, and fund manager.


Paul Clancy

PAUL CLANCY

KIWISAVER SPECIALIST ADVISER

Paul has been involved in financial markets since 1985, and since immigrating to New Zealand in 2002, Paul has been providing investment advice and retirement planning services to investors across New Zealand.

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

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