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Investor Basics Workshops

Learn about investing in one of our Investor Basics workshops, are held over one or two sessions (lunchtime or evenings). Each workshop is approximately 1 1/2 hours. The free workshops are small, interactive and have been designed to promote discussion. For this reason, numbers have been limited to 10-12 attendees per workshop series.

Our workshops will cover:

  • The fundamentals of investing – why, how and where to invest
  • Key investment principles – what you need to consider when you invest
  • How to build your own personal investment portfolio

We aim to provide you with enough information to help you establish your investment goals and develop a sound understanding of investing so you feel more confident when talking with your Investment Adviser about personal investment plan and investment decisions. In each workshop you will be provided with handouts to take home and read in your own time.

Can't find a workshop in your region?

Our workshops are scheduled on an on-demand basis in different locations around New Zealand. Register now to be kept informed of upcoming workshops in your region.

 

When Location Details

Tuesday 3 October 2017
6:00pm

Auckland

Level 32, Vero Centre
48 Shortland Street
Auckland

To celebrate World Investor Week, Craigs Investment Partners invites you to our upcoming Investor Basics Workshop
more
Register

Description

Learn about investing in one of our Investor Basics workshops which are designed to help those of you 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. This is an interactive discussion where we encourage your active participation.

Our focus for WIW 2017 is on communicating a few simple home-truths to Kiwis who are new to investing. These include:

  • The fundamentals of investing - why, how and where to invest
  • Key investment principles - what you need to consider when you invest
  • The importance of using a licensed provider

Investor basics workshop advisers

Disclosure Statement [pdf]

Tanya joined Craigs Investment Partners in November 2016 where prior to joining the firm she was an Private Wealth Adviser with JBWere providing investment advice, portfolio management and asset allocation advice to individuals, trusts, estates and charitable organisations.

Previously she spent a year as a Private Banker with the BNZ.

Tanya has always had a passion for investment markets beginning her career in 1999 spending two years with the New Zealand Stock Exchange in a legal role and then spent six years in London working in a number of legal and compliance roles for various investment banks including ABN AMRO, Merril Lynch and HSBC Investment Bank. Upon returning to NZ in 2009 she spent four years as Head of Compliance for JBWere NZ before moving into investment advisory.

Outside of work she has a daughter who keeps her busy and Tanya also enjoys keeping fit through running, mountain biking, tennis and going to the gym.

She is a Member of the Rotary Club of Auckland.

Tanya Osborne holds the following qualifications:

  • Bachelor of Commerce (Economics) (Otago University) (1997)
  • Bachelor of Laws (Otago University) (1998)
  • Certificate of Authorisation AFA (2013)
She is a member or accredited to the following organisations:
  • NZX Associate Adviser

Friday 6 October
12noon

Wellington
Wellington Club, McCarthy Room
Level 4, 88 The Terrace
Wellington
To celebrate World Investor Week, Craigs Investment Partners invites you to our upcoming Investor Basics Workshop
more
Register

Description

Learn about investing in one of our Investor Basics workshops which are designed to help those of you 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. This is an interactive discussion where we encourage your active participation.

Our focus for WIW 2017 is on communicating a few simple home-truths to Kiwis who are new to investing. These will include:

  • The fundamentals of investing - why, how and where to invest
  • Key investment principles - what you need to consider when you invest
  • The importance of using a licensed provider

Investor basics workshop advisers

Disclosure Statement [pdf]

Anne Hare joined Craigs Investment Partners in 2007. Anne has over 30 years experience in the financial markets industry, having worked in the banking sector from 1983 to 1996 and as an Investment Adviser since 1997.

Anne represented New Zealand as an Athlete - the highlight was to race in the inaugural women’s Olympic 5,000m final in Atlanta 1996. Anne coaches juniors including a college cross country team.

Anne holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2004)
  • Graduate Diploma in Business Studies Financial Planning (2001)
  • Bachelor of Arts - Sociology & Women's Studies (1996)

She is a member of or accredited with the following organisations:

  • NZX Adviser

Disclosure Statement [pdf]

Karl Williscroft joined Craigs Investment Partners in July 2016.

Prior to this Karl worked in London for Bank of New York and JP Morgan Chase before commencing a 12 year career at ANZ Bank which culminated in the position of Senior Dealer at ANZ Securities focussing on institutional equities.

Karl has a deep understanding of financial markets and enjoys helping clients realise their wealth potential and navigate the challenges and opportunities that constantly arise.

Previously he represented New Zealand in road cycling and now outside of work enjoys mountain biking and spending time with his three sons.

Karl holds the following qualifications:

  • Diploma in Technical Analysis, Society of Technical Analysts (2012)
  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2008)

He is a member of or accredited with the following organisations:

  • NZX Adviser
  • Member of Society of Technical Analysts of New Zealand
  • Member of Australian Technical Analysts Association

 

Wednesday 20 September
5:30pm

Tauranga
158 Cameron Road
Tauranga
Craigs Investment Partners invites you to our upcoming Investor Basics Workshop
more
Register

Description

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.

We are hosting an Investor Basics workshop which will cover the fundamentals of investing - why, how and where to invest. It has been designed to be interative and promote discussion. 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

Light refreshments will be served. Seats are limited, please RSVP by Wednesday 13 September to Katie Douglas-Clifford by email: katie.douglas-clifford@craigsip.com by phone 07 927 8726 or click on the Register button above.

Investor basics workshop advisers

Disclosure Statement [pdf]

Katie Douglas-Clifford joined Craigs Investment Partners as an Investment Adviser in June 2016, she is an Authorised Financial Adviser. Katie has over 9 years experience in financial services across investment management and financial advice. Prior to joining Craigs, she was a KiwiSaver specialist with Fisher Funds. Katie’s area of focus is across KiwiSaver, Superannuation and Savings products, as well as corporate relationships.

Katie is passionate about KiwiSaver and wealth creation and is eager to engage and educate clients to support them on their journey towards financial success.

Katie enjoys the outdoors and can often be found walking up or around Mt Maunganui, spending time with family and friends. She is also a keen traveller and enjoys immersing herself in other cultures.

Katie holds the following qualifications:

  • Bachelor of Commerce (Finance), University of Auckland (2006)
  • Bachelor of Arts (Psychology), University of Auckland (2006)
  • Certificate of Authorisation AFA (2017)
 

Disclosure Statement [pdf]

Lawrence Young joined Craigs Investment Partners in 2013 after relocating to Tauranga with his wife and young family. Prior to moving to Tauranga, Lawrence was employed in the investment banking sector in London for five years undertaking prime brokerage roles at UBS, Lehman Brothers and Credit Suisse Securities. Prior to this he has held various positions within ANZ and National Bank treasury.

Lawrence enjoys spending time with his young children and making the most of the Tauranga lifestyle. He has a keen interest in most sports and plays basketball and golf regularly.

Lawrence holds the following qualifications:

  • Bachelor of Commerce and Administration (Accountancy and Commercial Law) Victoria University of Wellington (1998)
  • Certificate in Investments (Securities) London (2008)
  • Certificate of Authorisation AFA (2013)

He is a member of or accredited with the following organisations:

  • NZX Associate Adviser

Disclosure Statement [pdf]

Rohan joined Craigs IP in Dec 2009. He has over 15 years Financial Services experience working in the UK, Australia and New Zealand. Previous roles include working as a Branch Investment Specialist for ASB Investments as well as a Portfolio analyst for JP Morgan Sydney.  Rohan utilises his all-round advisory and management skills to partner with clients to build investment solutions and help achieve their goals

In his spare time he enjoys going to the beach with his family, playing golf and watching rugby and cricket.

Rohan holds the following qualifications:

 

  • Bachelor of Commerce, University of Stellenbosch (1998)
  • Postgraduate Certificate in Applied Finance and Investments, FINSIA (2007)
  • NZX Diploma (2010)
  • Certificate of Authorisation AFA (2016)

He is a member of or accredited with the following organisations:

  • NZX Adviser







To be confirmed

Your nearest branch

Upcoming Workshops
If you can not find a time or location that suits you, please register your interest here.

more
Register

Description

The workshops 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

A local adviser will run the workshop. 

Investor basics workshop advisers

Disclaimer
Our Investor Education services are intended to provide you with general information. For specific investment advice please contact an Investment Adviser or phone 0800 272 442.