TE ANAU WORKSHOP REGISTRATION
When: 12:00pm, Wednesday 10 April
Where: The Turnbull Room, Distinction Te Anau Hotel, 64 Lakefront Drive, Te Anau
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
Blair joined Craigs Investment Partners as an Investment Adviser in February 2017. He brings extensive experience in the financial services industry having previously worked for Crowe Horwath (NZ) Ltd as a Senior Business Adviser.
Sam Grant joined the Craigs Investment Partners Gore Branch in 2016, after spending a year as an Adviser Assistant in our Palmerston North Branch.
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?
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.
Keep informed of market news, financial information and investor learning resources with our Insights hub.