Starting Your Investment Journey: A Workshop for Women

Presented by Financial Adviser Elizabeth Moloney-Geany (What Would She Do powered by Velocity Financial)

Curious about investing but not sure where to start? Wondering if there's more to your financial strategy than just Sharesies or KiwiSaver?

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We're offering a workshop that's perfect for women who want:

• An easy, hands-off way to grow their savings.
• Smart options to stay ahead of inflation.
• Investment choices that are both tax-smart and easy to access.

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What You'll Learn:

• Understanding Managed Funds and how they work.
• The value of having a financial adviser.
• Picking an investment provider that fits your needs.
• How Managed Funds can enhance your overall financial health.

Join us for an engaging workshop where you'll learn about your risk profile in a fun, interactive way. It's the first step towards making informed investment choices. Plus, we love questions and encourage you to book a one-on-one session afterwards to personalize your investment strategy.

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Good to Know:

• We're capping the group at 15 to keep it cozy.
• Tickets are $20. Your ticket helps others too – all proceeds go to Dress for Success.

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Date and Venue Details:

Date: Tuesday, July 2nd. 4-6pm.

Location: Velocity Financial, 38 Vivian Street, Wellington

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Questions?

For queries, please contact Elizabeth@velocityfinancial.co.nz

‍About Elizabeth

Hi, I'm Elizabeth, one of the Financial Advisers here at Velocity Financial. Day-to-day, this involves engaging in conversations with clients about their lives, families, aspirations, and, of course, financial goals. In a big picture sense, though, I'm driven by my perpetual desire to improve outcomes for individuals and, eventually, communities. At Velocity Financial we aim to bolster the financial literacy of Kiwis, helping to alleviate financial anxieties, and opening up the possibilities of what can be achieved. We empower our clients to formulate a plan for the future. I'm particularly passionate about assisting women in reaching their financial goals and feeling confident in managing their money. To aid in this, I write a monthly blog on topics that affect women and maintain an Instagram page @what_would_she_do.vf. This platform provides financial content for those who might not be prepared to consult with an adviser yet but still require and deserve sound advice. In my past life, I was a nurse, so helping people is essentially my modus operandi (I'm also quite resilient and not easily grossed out!). During my spare time, I'm likely attempting to keep up with my energetic kids. If I do manage to find some time for myself, you'll find me curled up with a coffee and a book.

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Book in a meeting with Elizabeth here

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What Would She Do?

• Elizabeth is the author of the monthly blog What Would She Do? A column for women, by women.
• Read Elizabeth's Blogs
• Follow What Would She Do on Instagram

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Disclaimer: Elizabeth Moloney-Geany (FSP693611) is a Financial Adviser with Velocity Financial (FSP95466). Please see Elizabeth’s disclosure statement on our website.

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Always get professional advice

The information shared at this event is meant to be general guide to support you on your journey. When making important decisions about your finances, we encourage you to seek independent financial advice first, tailored to your unique situation. As well as talking with a financial adviser, make sure you talk to your lawyer and accountant too – together they'll help you find the best solution for your specific situation. Our knowledgeable financial advisers are here to help. Check out our website for the details about our financial advisory services in our disclosures https://www.velocityfinancial.co.nz/disclosure-statement.

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‍‍‍‍Want to chat sooner?

Call us on 0800 448 879 or book in free chat with our team