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Building a Basic Investment Plan

Building a Basic Investment Plan

Sorry this event has been and gone


  • Tue 30 Oct ’18, 7:00pm – 9:00pm
  • Tue 6 Nov ’18, 7:00pm – 9:00pm
  • Tue 13 Nov ’18, 7:00pm – 9:00pm
  • Tue 20 Nov ’18, 7:00pm – 9:00pm


Mt Roskill Grammar School, Frost Rd, Mt Roskill



Ticket Information:

  • One Person: $109.00

Best for people aged 25 - 55, this short course is designed to give you the basic knowledge and education about what is possible and what is needed to make informed financial decisions about your lifestyle into the future through the different life stages, working, getting married, first home, kids, and stopping work.

Discover the rules for successful wealth creation and becoming financially secure. In partnership with The Advice Hub and Client First Specialist Financial Adviser Mr Dylan Mann will improve your confidence and understanding of saving to invest, rules, investments, risk vs reward, self-protection, government payments, KiwiSaver, retirement and estate planning tips.

You will learn how to become a smart investor with smarter questions to ask. You will find the principles taught are easy to follow and there will be an opportunity to ask questions about financial topics you care about. Dylan is a fully accredited in both Australia and New Zealand as an Authorised Financial Adviser.

Getting the best financial outcome is the total goal for each student that attends, along with all the tip and trick that can be introduced for the best financial outcome.

Look at examples, ask questions and get an idea of what others are doing to improve their financial outcomes. Hosted by a leading international retirement specialist for 'The Advice Hub', Mr Dylan Mann has been training other financial professionals giving lectures and holding workshops on investment, retirement, and estate planning since 1999.

He currently teaches at Onehunga Community College, Selwyn Community College, Rutherford Community College and many corporate NZ employers. The feedback from previous sessions is all very positive!

These sessions are informative, relaxed and designed for many questions on many topics.

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