Brought to you by Platinum Partner PKF Kendons and Bronze Partner Forsyth Barr, this session is designed for busy professionals who want to get smarter about their money.

In a rapidly changing world, the way we build wealth is shifting. Investment options are evolving, tax rules are getting more complex, and what worked a few years ago may not work as well today.

In this brief, yet engaging (and we hope entertaining) presentation, we’ll break down:

• How investment opportunities are changing, and where to focus your attention
• Why familiar strategies like property are becoming more complicated
• The key tax insights that can make a real difference over time
• What the future may hold, including capital gains and succession planning

Whether you’re a seasoned investor or just beginning to plan for your future, this event offers practical insights and strategies you can actually use.

The session will conclude with a Q&A session.

Who should attend

Investors, and anyone interested in understanding more about building and managing their own wealth.

Event Information

WHEN | Thursday 7^th May

TIME | 5.30pm – 7.30pm

WHERE | PKF Kendons,  Level 1/81 The Esplanade, Petone, Lower Hutt 5012

COST | Complimentary hosted by PKF Kendons and Forsyth Barr Investment Advice

Presenters

PKF Kendons

Ali Reynolds, Director

Rochelle Roddick, Director – Tax 

Punsara Sommerville, Tax Associate 

Forsyth Barr Investment Advice

Joanna Newlove, Investment Adviser