DUNEDIN WORKSHOP REGISTRATION

INFORMATION

When: 5:30pm, Wednesday 5 September
Where: Craigs Investment Partners, Level 4, 229 Moray Place, Dunedin Central

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

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PAUL VALK

INVESTMENT ADVISER

Paul has worked in the financial services industry for over 32 years, advising clients in all aspects of equity (shares), fixed interest investments and KiwiSaver.


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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.