WHANGANUI WORKSHOP REGISTRATION
When: 5:30pm, Wednesday 20 March
Where: Craigs Investment Partners, 17 Drews Avenue, Whanganui Central
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
YOUR WORKSHOP HOSTS
Charlotte joined Craigs Investment Partners in 2012, working in the Whanganui and then the Auckland branch, before returning to Whanganui as an Investment Adviser in January 2015.
Simon advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.
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.
Keep informed of market news, financial information and investor learning resources with our Insights hub.