Financial Planning and Investment

Starting Your Investment Journey: A Workshop for Women

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Event Start:

August 13, 2024 5:30 PM

Event End:

7:00 pm

Event Location:

38 Vivian Street, Wellington

Register here

Presented by Financial Adviser Elizabeth Moloney-Geany (What Would She Do powered by Velocity Financial)

Curious about investing but not sure where to start? Wondering if there's more to your financial strategy than just Sharesies or KiwiSaver?

We're offering a workshop that's perfect for women who want:

- An easy, hands-off way to grow their savings.

- Smart options to stay ahead of inflation.

- Investment choices that are both tax-smart and easy to access.

What You'll Learn:

- Understanding Managed Funds and how they work.

- The value of having a financial adviser.

- Picking an investment provider that fits your needs.

- How Managed Funds can enhance your overall financial health.

Join us for an engaging workshop where you'll learn about your risk profile in a fun, interactive way. It's the first step towards making informed investment choices. Plus, we love questions and encourage you to book a one-on-one session afterwards to personalize your investment strategy.

Good to Know:

- We're capping the group at 15 to keep it cozy.

- Tickets are $20. Your ticket helps others too – all proceeds go to Dress for Success.

Date and Venue Details:

Date: Tuesday, August 13th, 5.30-7pm.

Location: Velocity Financial, 38 Vivian Street, Wellington

REGISTER!

Email Elizabeth@velocityfinancial.co.nz

‍‍Want to chat sooner?

Email Elizabeth@velocityfinancial.co.nz or call us on 0800 448 879

Disclaimer:

This event provides educational information and does not constitute legal or financial advice. Always consult with professionals for personalized guidance.

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