KERIKERI WORKSHOP REGISTRATION
When: 5:30pm, Wednesday 3 April
Where: Hobson House, 14 Hobson Avenue, Kerikeri
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
Kirsty advises on all aspects of portfolio management involving shares and fixed interest for private clients, family trusts and estates. Kirsty also works with higher net wealth investors such as NZ Immigration Investor Category clients.
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.
Keep informed of market news, financial information and investor learning resources with our Insights hub.