| |  |  | |
Who uses the Premium Advisory Service?
This service is suitable for any investor who wishes to receive quality advice and complete administration of their portfolio while making their own investment decisions.
- If you are active in the markets, we remove the administration burden and provide regular reports and reviews, which frees up time for you to focus on making investment decisions
- If you are a portfolio investor, we provide regular reports and reviews, including direction on developing and maintaining an appropriate investment strategy
- If you are a substantial or high net worth investor, we deliver standards and practices that you would expect from a professional service
- If you are just starting out and are regularly saving and accumulating investments, we enable you to develop an appropriate portfolio and access professional advice
- If you are a Trustee making the investment decisions, we provide you with the ability to demonstrate a professional standard of advice, administration and reporting to the Trust
Learn more about the Premium Advisory Service investment process.
Find out more about our reporting, administration and safe custody.
What are the charges? Find out about our competitive fees.
Download a Premium Advisory Service brochure.
Taking the next step
You deserve to receive the best advice in relation to your investments.
You should be confident that you are making sound decisions about your investment portfolio so that it is working effectively for you now and in the future.
By taking care of the administration and paperwork, and providing quality investment advice, we enable you to concentrate on what really matters – considering and making good investment decisions.
We aim to make this whole process simple for you.
Contact us: We invite you to take the next step towards more successful investing – call us to discuss the Premium Advisory Service.
“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”.
Disclosure statements for Forsyth Barr Limited and its Investment Advisors are available on request and free of charge.
|
| |
|  |
| |
|