Wealth Management
Managing equity to grow wealth
Financial health for personal wealth
This one day Wealth Management workshop will provide you with a broad look at financial planning, investment options, risk profiles and portfolio management. You will also have the opportunity to meet like minded people who are dealing with similar issues. Following the workshop, you will meet with a BNZ Partner - Private Banking who will help you to develop a financial plan that will lead to the future you want. This programme will empower you to recognise appropriate investment opportunities and come to grips with effective wealth management.
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Course content
Wealth Management one-day workshop
Your investment requirements
- Analyse how time is spent on your business
- Review various planning and investment philosophies
- Applying strategy to your business
Choosing the right investment
- Investment options and language
- Assessing your approach to risk
- Choosing the best investment option
- Types of investment
- Calculating returns on assets and equity
- Making capital work
- Sensible leveraging
- Comparing returns from various investments
Investment principles
- Principles of successful investing
- Applying principles to different investment scenarios
- Skills for evaluating investment options
Managing your investment
- The investment cycle
- The impact of farm and business cycles on investment attitudes
- Understanding equity partnerships
- Introduction to commercial and residential investing
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Course costs
* Investment advisers' disclosure statement is available on request and free of charge.
** Costs, dates and locations of a workshop are subject to change at any time at the discretion of Bank of New Zealand.
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