Take the Next Step
You deserve to receive the best advice in relation to KiwiSaver.
You should be confident that you are making sound decisions about your retirement investment portfolio so that it is working effectively for you now and in the future.
We aim to make this whole process simple for you.
We pride ourselves on maintaining strong and trusted relationships with our clients and on providing detailed information that is transparent and understandable. If there is anything about your investment that you do not understand, or if you have any queries, you are most welcome to contact us.
We invite you to take the next step towards more successful retirement investing – call us to discuss the Forsyth Barr KiwiSaver Scheme on 0800 Forbar (0800 367 227).
"Our future is about your future. A long and proud history stands behind us. Our commitment is to continue to provide the highest levels of service for all our clients."
Step one: read the Investment Statement
Download the Forsyth Barr KiwiSaver Scheme Investment
Statement.
Download the Forsyth Barr KiwiSaver Scheme Application
Form.
Receive the Forsyth Barr KiwiSaver Scheme Investment Statement by mail: if you would like a copy of the Investment Statement mailed out to you, fill in your details below and we will arrange for an Investment Advisor to send an information pack to you.
If you would like to discuss any aspect of the Forsyth Barr KiwiSaver Scheme Investment Statement, please contact us on 0800 Forbar (0800 367 227). Our Investment Advisors can answer any questions you may have,
and assist you to organise and determine an investment strategy relevant to you, and help select an overall investment exposure that is appropriate to your circumstances.
Step two: complete the Forsyth Barr KiwiSaver Scheme Application Form
Complete the Application Form: If you are ready to take the next step and
apply for the Forsyth Barr KiwiSaver Scheme, you can complete the Application
Form and mail to Forsyth Barr, Private Bag 1999, Dunedin 9054.
If you would like to discuss any aspect of the Forsyth Barr KiwiSaver Scheme Application Form, please contact us on 0800 Forbar (0800 367 227). Our Investment Advisors can answer any questions you may have, or can help you to complete the Application Form.
Step three: advise your employer
If you are an employee, inform your employer that you are opting in to KiwiSaver.
KiwiSaver at a Glance – find out more about KiwiSaver
Forsyth Barr KiwiSaver Scheme - it's all about choice
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