Building Wealth Through Investments
Thursday 29 June
5.30pm - 6.30pm, GQ Stratford
Join Hereward and Matt from Craigs Investment Partners as they provide an overview of managed investments including portfolio construction, navigating volatility and an outline of the process of partnering with you to create portfolios that build intergenerational wealth.
Hereward and Matt will be sharing their knowledge and expertise on the importance of diversification within your asset base, inflation protection and the creation of portfolios that cater to the individual needs of clients.
This seminar will cover:
- Building your investment portfolio
- Managing investments
- Navigating volatility
- Diversifying your asset base
- Inflation protection
Please note this event is complimentary and spaces are limited. To secure your seat at this event simply fill out the form below.
By attending our seminar you give consent to be photographed. Photographs taken may be used by us for marketing and promotional purposes. Please advise us if you wish to be excluded from any marketing materials.
Meet our Speakers
Hereward Basher
Investment Advisor
Hereward advises clients on all aspects of equity and fixed income investments, specialising in portfolio management for private clients, trusts and estates.
Matthew Lee
Investment Advisor
Matthew advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.