WELLINGTON WORKSHOP REGISTRATION
When: 5:30pm, Wednesday 27 March
Where: Craigs Investment Partners, Level 4, 20 Customhouse Quay, Wellington
Our Investor Basics Workshops and presentations 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
Tyler joined Craigs Investment Partners in October 2017. He started his career in the financial services industry in 1994, working for Salomon Brothers and then Nomura Securities in London.
Karl joined Craigs Investment Partners in July 2016. Prior to this Karl worked in London for Bank of New York and JP Morgan Chase before commencing a 12 year career at ANZ Bank which culminated in the position of Senior Dealer at ANZ Securities focussing on institutional equities.
KIWISAVER SPECIALIST ADVISER
Rohan is part of our specialist team dealing with all aspects of KiwiSaver, UK Pension Transfers and our savings products.
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.
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