Investor Basics
Investor Basics is designed to help those people interested in learning the fundamentals of investing. We aim to provide you with enough information to help you establish your investment goals and to make you feel more confident when talking with your Investment Adviser about your personal investment plan.
Workshops
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We offer interactive Investor Basics workshops in different locations around New Zealand.
How can the workshops benefit you?
Learn about:
- 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
Find out more about our Investor Basics network and upcoming workshops.
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Education Booklets
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View a sample of our Investor Basics booklet. To download the complete booklet please complete the simple registration form.
Overview of investing topics
- Introduction to Investing
- The financial markets
- Shares and fixed income
- Compounding returns
- Risks to consider
- Inflation
- Asset allocation and diversification
- How to build and maintain a portfolio
- Five investment do's & don'ts
- Our services and case studies
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Tools & Calculators
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Glossary of Investment Terms - terms used within the investment industry can be quite confusing, we have developed a glossary of terms to help you.
Risk Profiler - determine how much investment risk you feel comfortable with.
Investing Calculator - calculate how long it will take to reach your investment goals.
Foreign Exchange Rate Calculator - calculate the exchange rate between currencies, you can also view historic graphs of exchange rates for periods of two weeks up to one year.
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