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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

12 April 2017
7:30am - 9:00am

Tauranga

Craigs Investment Partners invites you to our upcoming Women's Wealth Breakfast

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Craigs Investment Partners Boardroom
158 Cameron Road
Tauranga 3110

Description

We are delighted to announce that Sara Lunam, Corporate Services Manager for the Port of Tauranga, is our guest speaker for our first breakfast.  Sara is an experienced and key member of the Port of Tauranga’s executive team.  Sara will talk about her role and give us an overview of the company along with an update on their current position and outlook for the future.  Port of Tauranga is such an important part of the BOP economy and this will be a very interesting and well attended presentation.

Women's wealth advisers

Disclosure Statement [pdf]

Originally from Melbourne, Bridget Cummins has worked in the finance industry for over 15 years. Previous employers include Citibank in London, Perpetual Trustees in Melbourne and BZW Equities New Zealand (now ABN AMRO) in Auckland.

Bridget is married with one young son. She loves living in the sunny Bay of Plenty and also likes to travel to Melbourne to catch up with family and friends. In her spare time she enjoys tramping, both locally and in the South Island. She is also a keen tennis and squash player.

Bridget holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma
  • Bachelor of Business/Banking & Finance – Monash University, Melbourne, Australia

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

  • NZX Adviser

Disclosure Statement [pdf]

Ruth joined Craigs Investment Partners in 2000, after four years as an investment adviser with Westpac Trust. She has extensive experience in the banking industry, spanning more than 20 years.

Ruth likes running, walking and going to the gym – and says she needs to stay fit for her active social life. She also enjoys 4WD driving, the muddier the better, and travels frequently to visit family members overseas.

Ruth holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2008)
  • Graduate Diploma in Business Studies (Personal Financial Planning), Massey University (2002)
  • Certificate in Banking and Investment Theory and Practice, Bankers Institute of NZ (1996)
  • Certified Financial PlannerCM (CFPCM)

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

  • NZX Adviser
  • Institute of Financial Advisers

Ruth Jackson-Smith is in an Adviser Partnership with Annemarie Hills.

Disclosure Statement [pdf]

Annemarie joined Craigs Investment Partners as an Investment Adviser in January 2016. Annemarie has over 10 years experience in financial services across banking and investment management. Prior to joining Craigs, she was an Investment Adviser with JBWere (NZ) Pty Ltd.

Outside of work, Annemarie enjoys spending time with her family at Mount Maunganui. She is also a keen runner, an active member of the Mount Maunganui Squash Club, and an associate member of the Returned Services Association (RSA).

Annemarie holds the following qualifications:

  • Chartered Financial Analyst, CFA (2016)
  • Certificate of Authorisation, AFA (2013)
  • Bachelor of Commerce, University of Canterbury (2005)
  • Bachelor of Laws, University of Canterbury (2004)

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

  • CFA Institute and CFA Society of New Zealand
  • NZX Associate Adviser

Annemarie Hills is in an Adviser Partnership with Ruth Jackson-Smith.

Disclosure Statement [pdf]

Katie Douglas-Clifford joined Craigs Investment Partners as an Investment Adviser in June 2016. Katie has over 7 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)
  • Statement of Attainment RG146 Compliance Course
 

27 April 2017
12:00pm - 1:00pm

Gisborne

Craigs Investment Partners invites you to our upcoming Women's Wealth Seminar

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The Workroom
Upstairs 14 Childers Road
Gisborne

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.

Women's wealth advisers

Disclosure Statement [pdf]

Fleur joined Craigs Investment Partners in 2013. Prior to this, Fleur held senior roles at Telecom New Zealand and GE Consumer Finance, in the UK.

Outside of work Fleur enjoys spending time with her husband and two children at the beach and has a keen interest in travelling, skiing and all things outdoors.

Fleur specialises in creating and managing wealth for her clients. She is passionate about her community and is actively involved with the Gisborne Chamber of Commerce and has previously been a committee member of Wainui Playcentre.

Fleur holds the following qualifications:

  • Bachelor of Management Studies (Accounting and Marketing), Waikato University (1997)
  • Certificate of Authorisation AFA (2014)

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

  • NZX Associate 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.