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Women's Wealth Workshops

Women are increasingly becoming involved with investing for their financial future and although their objectives are often the same as men’s, their investment needs are often very different.

In general, women live longer, their careers are often interrupted to care for family concerns, and they tend to be more conservative about investing. Understanding the motivations and emotions that inform your decision-making can help you make better, more profitable investment decisions. This is why Craigs Investment Partners developed the Women’s Wealth network, to identify the different investing needs of women and provide advice, tools and share ideas specifically tailored to women.

Seminars

Women’s Wealth seminars, run at different locations around New Zealand, offer an open, informal forum for women to come together and discuss a series of topics around investing. At each seminar a guest speaker will present his/her insight on the discussion topic. Register now to be kept informed of upcoming seminars in your region.

When Location Details

Wednesday 29 November
10am

Hamilton

Women's Health & Wealth

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St Andrews Golf Club
64 St Andrews Terrace

Description

Ending the year of great events on a high, Anna Cleaver invites you to join us for an educational, entertaining and even active morning.

Join us at the beautiful St Andrew’s Golf Club, where you will hear from Anna Cleaver (Investment Adviser, Craigs Investment Partners) and Margaret Forsyth (WBOP Magic Head Coach) AND have the opportunity to be part of a coached golf session with Pro Shop coaches.

Women's wealth advisers

Disclosure Statement [pdf]

Anna has over 10 years experience in the financial services industry, including Associate Director PwC, Group Manager Mergers & Acquisitions Telstra Corp (Australia) and Analyst at Deutsche Bank (Australia).

Anna represented New Zealand in swimming and triathlon, having spent four years in the U.S racing professionally. Anna has a passion for getting people active and views health and wealth as equally important. Anna initiated the Waikato Branch’s Women's Health and Wealth lunch series, with the goal of educating, informing and bringing likeminded women together.

Anna provides investment advice to a variety of clients, including managed investments, broking clients and kiwisaver clients. 

Having grown up in Pukekohe and Papakura, Anna is now based in Hamilton/ Cambridge, where she is involved in several community and sporting events.

Anna holds the following qualifications:

  • Certificate of Authorisation AFA (2016)
  • Bachelor of Commerce (Honours) in Accounting and Finance, The University of Auckland (2004)
  • Bachelor of Commerce, majoring in Economics and Finance, The University of Auckland (2003)

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

  • NZX Associate Adviser
  • Institute of Directors, Waikato Branch
  • Chamber of Commerce, Waipa

Monday 4 December 2017
12pm

Wellington

 

Women's Wealth Seminar

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The Wellington Club

Level 6 Morrison Room

88 The Terrace

Wellington

Description

Our Women's Wealth Seminars, offer an open, informal forum for women to come together and discuss a series of topics around investing. 

This seminar is aimed at the true beginner who has very little or no knowledge of investing and is keen to understand some of the basics. It will cover the basics of starting to invest, the key principles of investing and building your personal investment portfolio.

A light lunch will be provided. Seats are limited, please contact us early to reserve your place.

Women's wealth 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

To be confirmed

Your nearest branch

 

Upcoming Seminars

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Description

If you can not find a time or location that suits you, please register your interest here. The seminar will be based at one of our 17 branch locations. To find a branch near you, please click here.

Women's wealth advisers

Register for a Seminar
Please register if you would like to attend one of our Women's Wealth seminars. Your information will be kept in complete confidence and will not be used for any communication other than in relation to Investor Education.