Beyond the Bank : Smarter Strategies for Your Cash - Wellington

Take control of your financial future with this practical, engaging workshop designed to help you rethink how you manage your cash. Together, we’ll explore the real trade offs of keeping money in cash and term deposits, including how inflation can limit long term growth, and highlight how investing can support stronger financial outcomes.

Through interactive exercises, and simple investment fundamentals, you’ll learn how to build an effective cash buffer, grow your income over time, and use diversification to balance risk and return. Whether you’re planning for retirement, running a business, or simply wanting your money to work harder, this session gives you the tools and confidence to move beyond the bank and make more informed, future proof financial decisions.

When: Tuesday 24th March

• 12.00pm - Arrival and networking opportunity
• 12.30pm - Start time
• 1.15pm - Finish

Where: Craigs Investment Partners

• Level 4/20 Customhouse Quay, Wellington 6011

Host: Kristina Price Investment Adviser, Craigs Investment Partners

Craigs Investment Partners is a NZX Participant Firm. A Disclosure Statement is available on request free of charge. Please visit craigsip.com for more information.

Click here to view the Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement.

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Host or Publisher Craigs Investment Partners