PALMERSTON NORTH WORKSHOP REGISTRATION
When: 12:00pm, Thursday 28 March
Where: 1st Floor, Cnr Broadway Ave and Vivian Street, Palmerston North
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
Ann advises clients on equity investments, including Broking and Managed Portfolio Services and KiwiSaver. Ann regularly presents Women’s Wealth seminars and Investor Basics Workshops.
SPECIALIST KIWISAVER ADVISER
Maria joined Craigs in January 2019 as an Investment Adviser specialising in KiwiSaver, UK Pension Transfers, mySTART and Australian Super Transfers.
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.