ASHBURTON WORKSHOP REGISTRATION

INFORMATION

When: 5:30pm, Monday 17 September
Where: Ashburton Event Centre, 211 Wills Street

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

 

YOUR WORKSHOP HOSTS

IAn-watson

IAN WATSON

INVESTMENT ADVISER

Ian Watson joined Craigs Investment Partners in 2014. He has over 25 years’ experience in the financial services industry in both New Zealand and the United Kingdom.


joe falkner

JOE FALKNER

INVESTMENT ADVISER

Originally from Christchurch, Joe joined Craigs Investment Partners in February 2016 following four years at Balmoral Asset Management, a Chartered Financial Planning firm in Edinburgh, where he advised private clients on all aspects of financial planning.


200x200_Richard-Moir

RICHARD MOIR

KIWISAVER SPECIALIST ADVISER

Richard is part of our specialist team advising on all aspects of KiwiSaver, UK Pension Transfers and savings products. Richard utilises his all-round advisory and management skills to partner with clients to build investment solutions.

WANT TO LEARN MORE?

GLOSSARY

Like many industries, the terms used within the investment industry can be quite confusing. To help you navigate your way, we developed a glossary of investing terms.


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.