HAVELOCK NORTH WORKSHOP REGISTRATION

INFORMATION

When: 5:30pm, Thursday 19 September 2019
Where: Boardroom, Craigs, Level 1, 15 Joll Road, Havelock North (new premises)

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

Charlotte_Havelock-North

CHARLOTTE MACPHEE

INVESTMENT ADVISER

Charlotte became an Investment Adviser with Craigs in March 2019. Prior to that, she spent nearly 10 years investment banking in Auckland with Craigs and its sister companies.


Richard_Havelock-North

RICHARD HORROCKS

INVESTMENT ADVISER

Richard joined Craigs Investment Partners as an Investment Adviser in March 2019. Client's needs and objectives have always been a focus for Richard in his various advisory roles.

WANT TO LEARN MORE?

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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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