Investment Optimisation; The Next Steps Workshop

For the women who have started their investment journey, dabbled in a few areas and feel pretty confident about how markets work, and are now ready for the next step - with a little support.

This workshop is your opportunity to get in a room with a Financial Adviser and review your portfolio in real time.

Elizabeth is highly qualified and experienced, but maybe more importantly, she is relatable.

As a chronic over-thinker, only child and high achiever she knows how easy it is to move too fast and commit to a range of solutions (e.g. investments) and after the fact second-guess whether they were the correct options!

If you have more than 2 investments, whether they are KiwiSaver, another Super scheme, Sharesies, Property, Term Deposits, Index Funds or Managed Funds (yes there is a difference!) then there is a good chance you are no longer able to see what your overall portfolio looks like, the risk level you are taking across the board, and whether these investments are actually getting you to where you want to be.

This workshop is limited to a very small number of women because we will be:

• Discussing risk profile and money personality

• Bringing in some Financial Planning concepts

• Looking at some more complex concepts around building a portfolio

• Looking at your personal portfolio in detail and how it aligns (or not!) with where you want to be

This workshop is ideal for anyone who has started their investing journey with enthusiasm and confidence but is now realising they've got a range of investments to manage and need clarity on how to move forward. Investments should be a tool to get to the financial future you want, let's make sure they are doing their job!

You bring your investment info, I'll bring the expertise and with some lovely women and delicious refreshments we will take a hard look at whether you are on track for where you want to go!

There will be some pre and post workshop comms and questions to ensure you get maximum value from this event.

The advantage of having an actual adviser run this event? For those that are genuinely ready to start building wealth after the workshop, there is the opportunity to work with Elizabeth 1:1 and put together a personalised Financial Plan.

Check out www.yourworth.co.nz for more details about Elizabeth and Know Your Worth.