Securing Your Future: Navigating Investing, Markets, & Tax Strategies
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10Apr2 hours, Thu 5:00 PM - Thu 7:00 PM
- $15.00 excl. GST
Description
2025 is shaping up to be a fascinating year at home and abroad. Please join us for a presentation on financial markets, how they impact your investments, and useful tax strategies to consider.
Additional information
Meet Your Presenters
Punsara Sommerville
Punsara is a Tax Associate and works in the specialist taxation team at PKF Kendons. Punsara has had specialist tax roles in a variety of medium to large corporate tax practices and the public sector. Working with clients large and small Punsara provides specialist advice to clients both domestic and international in relation to all aspects of tax including income tax, GST, withholding taxes, IRD audits and compliance, tax due diligence any issues that require specialist tax advice.
Conlan Spence
Conlan is a Senior Tax Advisor in the specialist taxation team at PKF Kendons and bring 6 years' experience corporate tax practices.
Conlan has experience in investment compliance, streamlining tax processes, and advising on a range of tax issues (income, GST, FBT, and withholding taxes).
Conlan is passionate about delivering practical, compliant, and innovative tax solutions.
Areas of expertise:
- Streamlining and advising on investment tax compliance;
- Tax compliance and consulting; and
- Enhancing tax compliance processes through automation and strategic planning.
Chris Luey
Chris is a Wealth Management Adviser for Milford Asset Management based in Wellington. He has been a financial adviser since 2011 and has experience in Australia and New Zealand. Prior to Milford, Chris worked for ASB as an Executive Wealth Manager servicing high net worth clients in Private Banking. He also has experience working for a large superannuation provider and a boutique fund manager. Chris specialises in advising individuals, families, and trustees of family trusts. Originally from Upper Hutt and now a Lower Hutt resident he is passionate about increasing financial literacy and keeping it simple, as a little bit of knowledge can go a long way when it comes to investing.
Event Information
WHEN | Thursday, 10 April
TIME | 5:00pm - 7:00pm
WHERE | Hutt Valley Chamber of Commerce, Level 3, 15 Daly Street, Lower Hutt
COST | Complimentary for Members, $15.00 + GST for Non-Members