OAMARU WORKSHOP REGISTRATION

INFORMATION

When: 12:30pm, Wednesday 19 September
Where: Opera House Building, 94 Thames Street, Oamaru

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
  • An overview of KiwiSaver

 

YOUR WORKSHOP HOSTS

JOHN-BLAIKIE

JOHN BLAIKIE

INVESTMENT ADVISER

John advises clients in all aspects of equity, fixed interest investments and Kiwisaver, specialising in portfolio management for private clients and trusts.


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?

EBOOKS

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.


INSIGHTS

Keep informed of market news, financial information and investor learning resources with our Insights hub.