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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

10 April 2017
6:00pm - 7:30pm

Auckland
Craigs Investment Partners
Level 32, Vero Centre
48 Shortland Street
Auckland
Craigs Investment Partners invites you to our upcoming Investor Basics Workshop
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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.

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

Investor basics workshop advisers

Disclosure Statement [pdf]

Mark joined Craigs Investment Partners as an Investment Adviser in 2013 after immigrating from the UK with his family. He has over 10 years experience of providing financial planning advice to individuals, and businesses in and around London. Prior to joining Craigs, Mark worked for the Financial Planning arm of the Brooks Macdonald Group in Mayfair and has an excellent technical understanding of financial services in general. Mark's extensive London experience allows him to help not only New Zealand citizens but also those moving to New Zealand from overseas, especially where UK pensions and other investments are concerned.

Mark's advice focuses on investment management and UK pensions for private clients although he also provides advice to trusts and corporations. He prides himself on the level of service he offers to his clients through the long-term relationships that he builds.

In his spare time, Mark enjoys golf, skiing and watching rugby.

Mark holds the following qualifications:

  • Bachelor of Arts (Economics and Modern Languages), University of the West of England (2003)
  • Financial Planning Certificate (UK) (2005)
  • Diploma in Financial Planning (UK) (2005 – 2007)
  • Advanced Diploma in Financial Planning (UK) (2007 – 2011)
  • CF30 Authorised Adviser (UK)
  • Certificate of Authorisation AFA (2014)

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

  • NZX Associate Adviser

 

Disclosure Statement [pdf]

With more than ten years experience in the financial services and legal industries, Rasmika has the skill and knowledge to help clients with all their long-term financial and estate planning goals.

She has recently joined Craigs Investment Partners from Guardian Trust were she was a client manager for 7 years. Prior to this she worked as a solicitor and a lecturer in South Africa before making the decision to move to NZ with her family. An Authorised Financial Adviser (AFA), Rasmika is also a qualified solicitor and barrister of the High Court of New Zealand. She brings a high level of professionalism in providing investment portfolio advice and has experience in providing advice across HNW family and charitable trust portfolios as well as helping both domestic and offshore clients with estate administration and wealth management.

She believes that building trusting long term relationships through engagement with her clients is the cornerstone to deliver the best result for their financial future and to provide them with long-term prosperity and peace of mind.
In her spare time she loves to spend time with her son and her husband, watching movies or going out to dinner.

Rasmika has the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Master of Business Administration, Natal University, South Africa (2007)
  • Post Graduate Diploma in Business Studies, Masters in Business Administration, Natal University, South Africa (2001)
  • Bachelor of Laws, University of South Africa, South Africa (1999)

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

  • NZX Associate Adviser
  • New Zealand Law Society

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.