Planning for your future - Auckland

We invite you to join us to learn about managing your assets throughout your life, and beyond. This event will offer guidance on preparing for the future, including the implications of various ownership structures and the benefits of a diversified investment approach.

When: Wednesday 23rd October, 10.30am - 12pm

Where: Browns Bay Bowling Club, 784 Beach Road, Browns Bay, Auckland

Hosts:

Kay Martin - Investment Adviser at Craigs Investment Partners: For 40 years, Craigs have been helping Kiwis navigate investing and we’re here to deliver tailored investment solutions specific to your values and ambitions. Join Kay as she explores strategies for optimising your retirement income and aligning your investments with your long-term aspirations. Whether you’re nearing retirement or strategically planning for it, Kay’s insights will help you navigate your financial journey with confidence and clarity.

Emma Boad - Partner at Denham Bramwell Lawyers: Emma will discuss how you can navigate the legal details involved during retirement and downsizing, how to safeguard your assets, and achieve peace of mind for this new phase of life. Emma understands the importance of having someone you can talk to who truly understands your circumstances.

Jo Harwood - Property Consultant at Bayleys Real Estate: Jo is an experienced property consultant who will answer your questions about the property market cycle, what to look for when downsizing and what you can do when buying to ensure you are protected.

RSVP: Seats are limited, please RSVP by Friday 18th October.

Light refreshments will be served prior.

Host or Publisher Craigs Investment Partners