About this Event
Craigs Investment Partners would like to invite you to an upcoming collaborative event:
Future Focus
Join us for tea , coffee and something to eat while you learn how you or your loved ones can transition into your next life phase without the stress and anxiety that comes with life changes be it retirement, downsizing or moving into residential care.
When: 2.00pm - 3.00pm, Saturday 18th May
Where: Andersons Bay Bowling Club 31 Bayfield Road, Andersons Bay, Dunedin 9013
Hosts:
•Tania Stoddard - Harcourts: Tania is an experienced no-nonsense 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.
•Mike Burrowes - Craigs Investment Partners: Mike understands the importance of income generation for retirees and focuses on managing portfolios that deliver consistent returns. He takes the time to truly understand your aspirations and financial goals, enabling him to craft tailored investment strategies that deliver sustainable results.
•Alex Boock - Fyfe Karamaena Lawyers: Alex 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. Alex understands someone you can talk to is important and especially someone who understands your circumstances.
Craigs Investment Partners is a NZX Participant Firm. Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement is available on request and free of charge. Investments are subject to risk and not guaranteed. Please visit craigsip.com.
Click here to view the Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement.
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Event Venue & Nearby Stays
Andersons Bay Bowling Club, 31 Bayfield Road, Dunedin, New Zealand
NZD 0.00
