TAURANGA WORKSHOP REGISTRATION

INFORMATION

When: 5:30pm, Wednesday 2 October
Where: Craigs Investment Partners House, 158 Cameron Road, Tauranga

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

Caroline Sykes

CAROLINE SYKES

INVESTMENT ADVISER

Caroline Sykes joined Craigs Investment Partners as an Investment Adviser in October 2018. She has worked in the financial services industry for over 10 years, working for advisory firms in New Zealand and in the superannuation industry in Australia.


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.