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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 4 October
5.15pm

Dunedin

Women's Wealth Seminar

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The Petridish, 8 Stafford Street, Dunedin

Description

Come and join us for an open, informal discussion around investing and the importance of preparing for our financial future over a glass of bubbles.

‘That Blind Woman’ Julie Woods is sharing her journey of how blindness affected her relationship with money and how she is overcoming this to take back control of her future retirement.

Women's wealth advisers

Disclosure Statement [pdf]

After growing up in Alexandra, Central Otago Haley has a close affinity to the Otago region and continues to build client and professional relationships in this area.

Haley advises clients in all aspects of equity (shares), fixed interest investments and Kiwisaver, specialising in portfolio management for private clients and trusts. Haley has worked in the financial services industry for 14 years, having started her career at Greenslades Limited and holding various positions in the banking and finance industry.

Haley involves herself with the community, being a trustee of the Fortune Theatre Trust and co-owner and operator of Women in Business network.

Outside of work Haley enjoys competitive mountain biking and exploring the various cycle trails and ‘off the beaten’ tracks with her husband and friends.

Haley holds the following qualifications:

  • Bachelor of Commerce (Finance and Marketing), University of Otago (2007)
  • NZX Diploma (2010)
  • Certificate of Authorisation AFA (2011)

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

  • NZX Adviser

Wednesday 18 October
12 noon

Queenstown

 

Women's Wealth

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Crown Plaza Hotel
93 Beach Street
Queenstown

Description

Come and join us for an open, informal discussion around investing and the importance of preparing for our financial future over a glass of bubbles and a light lunch.

Amanda Woolridge, a certified life coach and motivational speaker, will be joining us to share her thoughts on the link between wellness and wealth.

We are honoured to be supporting Pink Ribbon for this event, to help raise money for the Breast Cancer Foundation NZ. As this is a complementary event, a small charity donation would be very much appreciated.

Women's wealth advisers

Disclosure Statement [pdf]

Clare Phillips joined Craigs Investment Partners in July 2016.

Originally from Hereford in England, Clare Phillips has worked in the financial services industry for over 20 years.

Previous employers include Westpac New Zealand and Lloyds Bank PLC in UK. Clare moved from Hereford to
Queenstown in 2007.

Clare is married to Steve and they have two young children. She loves the Queenstown area and feels very fortunate to
call Queenstown home.

In her spare time she enjoys jet boating, 4 wheel drive off road trips and tramping. She also enjoys spending time
with her family and friends.

Clare is committed to working in partnership with her clients to help them create and grow their wealth. She believes that where a client’s financial future is concerned, preparation is everything. She loves seeing her clients achieve their aspirations and financial goals.

Clare holds the following qualifications: 

  • NZX Associate Adviser
  • Certificate of Authorisation AFA (2011)

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.