ROTORUA WORKSHOP REGISTRATION

INFORMATION

When: 5:30pm, Tuesday 2 April
Where: Craigs Investment Partners House, 1196 Whakaue Street, Rotorua

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

Luke Longdill

LUKE LONGDILL

INVESTMENT ADVISER

Luke Longdill joined the Craigs Investment Partners Rotorua branch in October 2018. Luke is a Chartered Financial Analyst (CFA) charterholder, one of only a few in the Bay of Plenty.


Maria HesloP

MARIA HESLOP

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?

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.