Women in Business Event Featuring Brooke Roberts, Co-Founder, Sharesies joined by representatives from Forsyth Barr, NZHL, BNZ for Q&A. Empowerment through investment – Understanding your investment options.
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Hear from Brooke Robert's Co -Founder of Sharesies about how and why Sharesies was created. How simple and fun investing using investment platforms such as Sharesies can be.
Many women in business are incredibly financially savvy but often don’t have time to ensure that their future is secure with the right investment.
Brooke will be joined by three local experts in investment options for a Q&A on different types of investment may work for you. Take time out to hear about your options and ensure you are investing in the future for you and your family.
Key Note Speaker
Brooke Roberts, Co Founder, Sharesies
Brooke Roberts is the co-founder, director and 3EO (co-CEO) of Sharesies and mother of two. Sharesies is an online investment platform with over 570,000 investors who’ve collectively invested over $2 billion. At Sharesies, their vision is to give someone with $5 the same investment opportunities as someone with $5m. Brooke is passionate about creating equal opportunities and business being a force for good—she puts a lot of focus on making sure Sharesies has a positive impact on people, customers, communities, and the environment. Brooke was the co-winner of the 2020 Women of Influence- Business award, alongside co-founder, Sonya Williams.
Sharesies is a wealth development platform with the purpose of creating financial empowerment for everyone. Our vision is to give someone with $5 and someone with $5 million the same investment opportunities.More than 550,000 people are using Sharesies in Aotearoa and Australia. We provide access to thousands of companies and funds across New Zealand, the US, and Australia—with no minimum investment. We’re proud to be a certified B Corp, meaning we’re part of a global community using business as a force for good.
Local Industry Representatives
Pippa Hogg, BNZ Private Bank – Wealth Adviser,
Financial Adviser in the BNZ Private Banking team, Pippa specialises in offering long term investment solutions tailored to each clients individual needs. With a strong understanding of finances, she enjoys building strong and trusted relationships with clients and am passionate about helping them achieve their financial goals - while providing an exceptional level of customer service.
Pippa registered Financial Adviser and a Chartered Management Accountant (CIMA UK).
Karen Smart, Business Owner NZ Home Loans Harbour City Office
NZ Certificate in Financial Services (Level 5)
Karen has been with NZHL in the Wellington Region since 2007, prior to that in she previously worked for another financial services company. Karen has won 5 NZHK awards for sales and service and , she provides financial coaching for home loans and protecting those investments with personal and asset insurances. Karen is able to answer questions on investing in residential property.
NZHL is a home loans and insurance provider with 70 plus locally owned offices in New Zealand – we are passionately Kiwi. NZHL is 100% owned by Kiwi Holdings Group (KGH) – also the parent company of Kiwibank
Karen is able to answer question on Investing in residential property.
Joanna Newlove, Investment Adviser, Forsyth Barr Lower Hutt,
Forsyth Barr is one of the largest investment management firms in New Zealand, with a history spanning over 85 years. It is 100% staff and New Zealand owned and employs over 450 investment professionals. With 24 offices around the country, Forsyth Barr has the largest presence of any investment firm across New Zealand.
Joanna Newlove joined Forsyth Barr Auckland in 2008, and returned to Lower Hutt in 2010. Previously she worked in marketing in the Banking and IT industries.
Joanna is registered as a financial adviser and is accredited as an NZX Adviser. She holds the NZX Diploma. Joanna gained a Bachelor in Business Studies majoring in Communication Management and a Postgraduate Diploma in marketing, both from Massey University.
WHEN Thursday 18th August, 12.00 - 2.00pm
WHERE Lower Hutt Events Centre
COST Members $45.00 Non Members $55.00
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