Quarterly Reports

Current Year

Quarter 3 - August, Septmber, October

Key highlights

  • Delivering 16 financial literacy workshops.

  • Presented workshops in Auckland, Tauranga, Rotorua, Hawkes Bay, Blenheim, Wellington and the Waikato.

  • Outperforming two of our three investment benchmarks.

Quarter 2 - May, June, July

Key highlights

  • Created new workshop presentations.

  • Delivered six workshops.

  • Made five new investments - National Australia Bank, Ramsay Healthcare, Contact Energy, Smartshares European ETF & Fletcher Building.

  • Sold out of James Hardie for a net return of 4.72% and a gross return of 12.48%.

  • Outperformed two of our three investment benchmarks.

Quarter 1 - February, March, April

Key highlights

  • Delivered 3 workshops.

  • Started planning our workshop schedule for the year.

  • Outperformed two of our three investment benchmarks

  • Started planning our workshop schedule for the year.

Previous years