NZ Shareholders Members Area

Branch Events



Next Speaker Apr 26, 2017             
Craigs Investment Ptnrs  Mark Lister (Head of Private Wealth Research)
AWF Maddison Smon Bennett (Cheif Executive)
Next Company visit Apr 26, 2017 Fletcher Building
Next Cmte meeting Apr 3, 2017  

See below for Meeting and Education details...


Branch Meetings  - 2017

Apr - Wednesday 26th;  

AWF Maddison (AWF.NZX) - Simon Bennett (Chief Executive Officer))

Craigs Investment Ptnrs  Mark Lister (Head of Private Wealth Research)

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

Jun - Wednesday 21st; 

TOURISM HOLDINGS    Grant Webster  (Chief Executive Officer)       Turners Ltd   Todd Hunter (Chief Executive Officer)

Sept - Wednesday 20th

TRILOGY    Angela Buglass (Chief Executive Officer)
Dean Anderson - Smart shares / ETFs' 

Nov - Wednesday 15th; speakers to be confirmed

Greencross Health (GXH)


Company Visits - 2017 

Apr - Wed. 26th :  Visit to Fletcher Building

Address: Fletcher Building's new campus, 810 Great South Road, Penrose.

This visit will begin with an address by Mr Mark Adamson promptly at 10.00am

The visit is limited to a maximum of 30 attendees. I have been advised that members are advised to car pool or take public transport (Penrose train station also nearby).

All wishing to attend must register with Fiona due to number restrictions

Email: grayfion@gmail .com (Note no 'a' at the end of ''fion')
Email with final visit details will be sent to registered participants (< >)


May - Wed. 24th :  Visit to Cavalier Bremworth

Time:      10.00am.
Address: 7 Grayson Avenue, Papatoetoe.
This visit will start with tea and coffee followed by a presentation from a senior company executive then a tour of the factory.
The number of attendees is limited to 20 due to health and safety reasons and we will be divided into two groups of ten for the purposes of the tour. 
It is required that all attendees wear closed toe footwear.
Please contact Fiona Gray to book your attendance at
(June, date TBC) :  Visit to Fonterra
Negotiations are underway re a company visit to Fonterra. Hopefully this will include a site visit to their Tip Top ice-cream plant in Auckland.
As yet no date for this has been set, so watch this space!

The NZSA company visit programme is kindly sponsored by INFOSCAN

Past Visits

2017 : Z Energy (Biodiesel plant) //
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

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




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
April 3                        April 26
May 29                      June 21
September 4               September 20
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