NZ Shareholders Members Area

Branch Events



SPECIAL EVENT Sep 25th, 2017 Investing for our Young Investors
Next Speaker  Nov 15th, 2017              Greencross Health - Steve Browning (CFO)
Moa Brewing Co.- Geoff Ross (CEO)
Next Company visit Sep 26, 2017
Oct (date tbc) , 2017
JB Were
Fonterra (details to be confirmed)
Next Cmte meeting        Oct 30, 2017  

See below for Meeting and Education details...


Branch Meetings  - 2017


In Collaboration with NZCTA - Youth Branch (New Zealand China Trade Assoc.)  we are very pleased to announce a SPECIAL EVENT  for our YOUNG INVESTORS this coming Monday evening.
Monday 25th 6.30pm  (@GRIDAkl - Viaduct)

We have an excellent line up of speakers to present from the viewpoint of a new investor and where they can go to start their investment journey.
If you have a recent Graduate OR Student that would like to attend they are very welcome and can register at ....
Full details of this event and a special membership package are given on the registration page.
If any questions please ask them to contact myself direct ( and I will hold their tickets at reception on the night
Wendy Dykes and the Auckland NZSA Committee

Nov - Wednesday 15th


Greencross Health (GXH) - Steve Browning - CFO

Moa Brewing Co. (MOA) - Geoff Ross - Chief Executive

7.30 pm start (tea and coffee from 7pm)
(please note there will be the usual $5 cover charge)
Hobson Room, Level 4
Alexandra Park Functions Centre, Greenlane



Company Visits - 2017

September 26th -  JB Were

Time: 5.00pm-6.30pm.

Please register with Fiona first.

The visit will start with tea and coffee at 5.00pm followed by a post election talk and a question and answer session.

We have an allowance of 100 people for this visit.
Thank you and kind regards

October, (date to be Confirmed) -  

Negotiations are underway re a company visit to Fonterra. Hopefully this will include a site visit to their Top Top ice-cream plant in Auckland.
As yet no date has been set, so watch this space !
Please contact Fiona Gray to book your attendance at
Kind regards
The NZSA company visit programme is kindly sponsored by INFOSCAN

Past Visits

2017 : Z Energy (Biodiesel plant) // Fletcher Building // Cavalier Bremworth // Milford Asset Mgmt
2016 : Airwork  // MetroPerformance Glass // Comvita // Ryman Healthcare
2015 : Fisher & Paykel Healthcare // Auckland International Airport // Mighty River Power // Spark
2014 : Sanford // Metlifecare // Fontera // Chorus // 

2013 : Mainfreight  //  Link Market Services  //  F&P Healthcare  //  The Warehouse // Mighty River Power
2012 : Methven // Turners Auctions // Hallenstein Glasson  // Sky TV  // Cavalier Bremworth
2011 : Sealegs   //  Fletcher Building // AMP NZ Office Trust // AKL International Airport  //  APN/NZ Herald // Vector


Past Speakers

Trilogy - Angela Buglass (Chief Executive Officer) Dean Anderson - Smart Shares / ETF's
Tourism Holdings - Grant Webster (CEO) Turners Ltd - Todd Hunter (CEO)
Craigs Investment Ptnrs  Mark Lister (Head of Private Wealth Research) AWF Maddison Smon Bennett (Chief Executive)
JB Were : "2017 Outlook"    Ricky Ward (NZ Equity Manager); Bernard Doyle (Strategist)
 Gentrak  Ian Black (Chief Executive Officer)
Devon Funds; Paul Glass ( Executive Chairman) & Slade Robertson (Senior Portfolio Manager)
 Evolve Education, Alan Wham CEO
Liz Stamford, Inst of Chartered Accountants - New Audit Reports
 Steel & Tube, Janie Elrick, CFO
Z Energy : Mike Bennetts CEO
 PushPay : Chris Heslip CEO
Genesis Energy  : Alvert Brantley, CEO
 Airworks: Chris Hart CEO
Vector : Simon McKenzie CEO
 Chorus : Mark Ratcliffe CEO
NZX : Fraser Wyeth NZ Compliance Mgr
 Snowball Effect : Josh Daniel
Argosy Property : Peter Mence CEO
 Freightways : Dean Bracewell CEO
ikeGPS : Glenn Milnes CEO
Synlait Milk Ltd : Dr John Penno, MD
 Intueri Education Gp Ltd : Rob Facer, CEO
Pacific Edge : David Darling, CEO
 ANZ Bank (NZ) : David Hisco, CEO
Heartland NZ Ltd Jeffrey Greenslade, MD
 Sky Network TV Ltd: John Fellett, CEO 
Genesis Energy
 Sanford : Eric Barrett, CEO
The Warehouse : Mark Powell, CEO
 Chris Lee & Partners : Chris Lee
Milford Asset Management : Brian Gaynor
 Fonterra,  Jonathan Mason, CFO
Air NZ : Christopher Luxon, CEO
 Contact Energy : Dennis Barnes, CEO
Telecom : Simon Mouter, CEO
 Xero : Rod Drury, CEO
Mainfreight, Don Braid CEO
Guiness Peat Group
 Mr Mike Allen, Director
NZ Superfund
 Fiona MacKenzie, Head of Investments
Skycity Entertainment Ltd Nigel Morrison CEO
 NZIER, Shamubeel Eaqub Chief Economist


Education : PLEASE NOTE : Education sessions are currently suspended while School renovations are in progress; PLEASE WATCH THIS space for updated LOCATION DETAILS
many thanks - NZSA


Tutor:John Hawkins. NZSA Chairman.  Experienced businessman and investor.

Dates: See below for Venue and Details

Time:7pm - 9pm (2 sessions).

Cost:$65 Course book extra $20 direct to tutor on first night.

Starting to invest? Confused? Wanting better options?      
This course offers an overview. The emphasis is on fixed interest and bonds, but also covers finance companies, property, shares, commodities etc.

Course assumes no prior investment knowledge

Comprehensive 70+ page workbook supplied. Yours to keep.

An independent educational and informational course presented by the NZ Shareholders Association.

No sales pitches, just good advice.


Tutor:Jacquie Staley. NZSA National Board associate.  Experienced financial planner.

Dates: See below for Central Auckland and North Shore Venues and Details

Cost:$65 Course book extra $20 direct to tutor on first night

Refreshing, Updating or Starting in the Sharemarket      

Make sure you have the information to take advantage of the upturn.

•             This course is an introduction to the sharemarket and will give you the basic tools and information required to get started plus simple strategies to build a share portfolio.

•             Course assumes no prior shares knowledge

•             Comprehensive 80+ page work book. Yours to keep.

•             An independent, educational and informational course presented by the NZ Shareholders Association.

•             No sales pitches, just good advice


Course Venues

Central Auckland

Venue:      Western Springs College Community Education Night Classes

Address:  100 Motions Road, Western Springs, Auckland (opp. Zoo)

Web: to enrol online


You must register DIRECTLY with the Community Education Programme. Do not send registrations or money to NZSA


Forward Meetng Schedule for 2017

Committee                Branch
October 30                November 15
NZX, Head of Markets - Mark Peterson.  Introduction to NXT 
Edison Investment Research, Director (NZ) - Simon Wilson.  Overview of the NXT research coverage programme and brief summary of the listed companies
Oceania Natural Limited, Chief Executive and Chairman - Walker Zhong.
CM Partners (NXT Advisor), Principal - Tim Preston.  Background on the businesses and listing processes for G3 Group and Marlborough Wine Estates Group, as well as general observations about the NXT market