- This event has passed.
Financial Planning & Other Assets
We are thrilled to welcome Liz Koh, one of New Zealand’s leading financial planners, for an evening focused on financial planning and managing other assets alongside your property investments.
Liz brings over two decades of experience as a Certified Financial Planner, Chartered Accountant, media commentator, and bestselling author of Your Money Personality. With deep expertise in retirement planning, wealth management, and investing, Liz will share her insights on:
- Building a robust financial foundation beyond property
- Managing investment risk across diverse asset classes
- Planning for retirement, including KiwiSaver strategies
- Balancing lifestyle goals with long-term financial security
- Common financial pitfalls and how to avoid them
Whether you’re just starting your investment journey or looking to future-proof your portfolio, this is your chance to learn from one of the most respected voices in New Zealand financial advice.
Thursday, 10 July 2025 at 7:00pm
Doors open at 6:45pm for refreshments and networking with our Speaker’s presentation beginning at 7:15pm.
The meeting usually ends around 9:00pm with some more networking and doors close at 9:30pm.
This meeting is free for Wellington PIA members and non-members can attend for $30.
Attending In Person
* Giveaways*
* Refreshment break halfway through presentation*
Please register in advance for this event:
https://wellington.nzpif.org.nz/registrations/event/63893
Lifepoint Church Auditorium
61 Hopper Street, Mount Cook, Wellington
Parking: There is parking on site and on Hopper Street.
As a sustainable association we encourage you to bring a keep cup or water bottle to meetings. Tea and coffee are provided.
Attending via Livestream
Meetings are now available via livestream for members only.
A link to the livestream will be sent via email on the day of the meeting. Please make sure our emails are not going into your spam folder.
A recording of the livestream will be available 24 hours after the meeting and a link to the recording and presentation will be sent in the member newsletter.