Join Beef + Lamb New Zealand and Craigs Investment Partners for a dinner series designed to spark conversations about building financial resilience and planning for your future.
Whether you're starting out or planning ahead beyond the farm, this roadshow offers timely insights and will share practical opportunities to help you plan, build wealth and diversify beyond the farm.
Topics
Across four locations, we’ll explore:
- Emerging farmer strategies – building equity and investment pathways to grow wealth to support your farming future.
- Diversification and off-farm investment strategies – navigating tough seasons and creating long-term financial stability.
- Succession and exit planning – tools and approaches for older farmers looking to transition out of the business.
Doors open at 5.30 with a complimentary drink and then a cash bar will be available. We will also be providing a delicious dinner.
Guest speakers and topics
| Rotorua, 21 May |
Craigs: Chris Dow |
Chris Dow is an Investment Advisers at Craigs Investment Partners Rotorua branch. Chris advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts, and various Iwi Groups. Chris has a particular emphasis on New Zealand, Australian, and global equity markets. |
| Gallie Milles: Shelley Greer | Top tips for planning succession on your farm – including wills, trusts and asset protection. Reduce stress, avoid conflict, and protect what you’ve built for the next generation. |
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| Piopio, 28 May | Craigs: Maria Heslop | Maria Heslop is an Investment Adviser with Craigs Investment Partners, bringing over 15 years’ experience in the financial services industry. Based in the Waikato, Maria works closely with farming families, business owners and rural communities, helping them build wealth beyond the farm through practical, long‑term investment strategies. She is particularly passionate about supporting farm succession and giving people the confidence to make informed financial decisions that support both the business and the family behind it. |
| Gallie Miles: Shelley Greer | Top tips for planning succession on your farm – including wills, trusts and asset protection. Reduce stress, avoid conflict, and protect what you’ve built for the next generation. |
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| Te Akau, 4 June |
Craigs: Dwight Egelhof | Dwight is an experienced Investment Adviser at Craigs Investment Partners, working with farmers and business owners across the Waikato to help them protect, grow, and transition their wealth. He is known for his straight‑talking style and deep understanding of markets, global events, and economics – connecting on‑farm success with long‑term financial security for families. |
| Gallie Miles: Shelley Greer | Top tips for planning succession on your farm – including wills, trusts and asset protection. Reduce stress, avoid conflict, and protect what you’ve built for the next generation. | |
| Tuakau, 23 June | Craigs: Callum Malcolm | Callum primarily advises “mum and dad” investors, business owners, and farming clients across the Waikato and Pukekohe regions. His advice is informed by a practical understanding of how economic conditions and market movements affect local households and businesses. Outside of work, contributes to several community organisations, including the Adastra Foundation, Whangamata Surf Club, and Seddon Cricket Club. |
| Campbell Tyson: Sarah Miskell | Based locally, Sarah is also hands-on in the industry, owning and operating a dairy farm with her partner. This real-world experience underpins her approach – focused, practical, and grounded in what works on farm. She’s passionate about getting alongside clients to help them build stronger, more resilient businesses |
Registration
Registration is essential as spaces are limited and for catering purposes.
Note: Farmers will be given first priority.
| Venue | Date | Time | Register |
|---|---|---|---|
| Arikikapakapa Rotorua Golf Club, 399 Fenton Street. Rotorua | 21 May | 5:30pm - 8pm | Registration is closed |
| Fat Owl Bar and Eatery, Piopio | 28 May | 5:30pm - 8pm | Event is full |
| Te Akau Waingaro Community Complex | 4 June | 5:30pm - 8pm | |
| LaValla Estate, 131 Dominion Road, Tuakau | 23 June | 5:30pm - 8pm |