Helping Central Otago

Invest With Confidence

Your local investment partners

Committed to Our Community

Forsyth Barr Central Otago provides trusted investment advice and wealth management support for individuals, families and businesses across Wānaka and the wider Central Otago region.

For over 90 years, New Zealanders have trusted Forsyth Barr to help them build, manage and protect their wealth. As a majority staff and New Zealand-owned business, we're committed to long-term relationships and advice you can trust.

Meet your local investment specialists

We understand that every client is different. Our advisers work with individuals, families, business owners and retirees across the region to create investment strategies tailored to their goals

Talk to

Adam Edgar

adam.edgar@forsythbarr.co.nz

+64 21 190 6618

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Ben Taylor

ben.taylor@forsythbarr.co.nz

+64 21 994 132

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Michelle Bradley

michelle.bradley@forsythbarr.co.nz

+64 21 298 3826

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Phil Burke

phil.burke@forsythbarr.co.nz

+64 27 491 0129

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Sam Turner

sam.turner@forsythbarr.co.nz

+64 21 524 362

Full profile

Local perspectives

Insights for Central Otago Investors

Aged Care Getty 946924536

Health is wealth, so where's the investment?

There are many reasons people move to this magnificent region. A lack of healthcare services is one of the few reasons they leave.
Health is wealth, so where's the investment?
Wanaka Tree CROPPED

The Long and the Short of It

At Forsyth Barr, we believe good outcomes come from long-term thinking. This article explores how that mindset applies not just to investing, but to Central Otago’s future—highlighting the need for smart, forward-looking infrastructure decisions.
Share our Knowledge | The Long and the Short of It
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Onwards and Upwards

The history of human progress is closely linked to mobility. In New Zealand’s case, those in the Pacific saw new opportunities over the horizon and undertook arduous ocean journeys to get here.
Onwards and Upwards
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Laws of Attraction

Boulder, Colorado, shares plenty of similarities to Queenstown, Wānaka and other parts of Central Otago. It’s beautiful, there are a wealth of activities on offer, it has a great climate, and it’s extremely popular as a place to visit and live.
Laws of Attraction
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The Big Switch

Access to cheap, reliable energy is essential for economic growth and, since the industrial revolution in the 18th and 19th century, much of that cheap, reliable energy has come from fossil fuels.
The Big Switch
Wanaka CycleTrail

Happy Trails

Whether you’re young or old, a hardcore Harry or a weekend warrior, an Alexandrian or an Arrowtowner, there are very few in this region who haven’t benefited from the growth of the trail network.
Happy Trails
Snowboard

The gift that keeps on giving

Central Otago gives people a lot in terms of lifestyle, but if you’ve started, grown or sold a business here, or bought a property that has skyrocketed in value over the years, you’ve also benefited financially from being in this region.
The gift that keeps on giving
Industrials Getty 181449443

Due South

The beauty of a diversified portfolio is that when one area dips, you can expect other areas to pick up the slack. Putting all your eggs in just a few baskets is always a risky strategy...
Due South
WanakaHousing

Building nests, not just nest eggs

Supply and demand is an economic principle that most people can grasp. When there’s more pressure on flights over Christmas, airfares go up. And when a location grows in popularity, rents and house prices tend to follow.
Building nests, not just nest eggs
Invest 101

Investing 101: Building the Foundations of Long-Term Wealth

Starting to invest can feel daunting. There are unfamiliar words, daily market headlines, and plenty of opinions about what to buy or when to act. But successful investing does not begin with a prediction about markets. It begins with a framework.
Investing 101: Building the Foundations of Long-Term Wealth
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Diversification: Why You Shouldn't Put All Your Eggs in One Basket

Diversification is one of the most important principles in investing. It is often described as not putting all your eggs in one basket.
Diversification: Why You Shouldn't Put All Your Eggs in One Basket

Talk to us

Our Investment Advisers can talk you through the benefits of each of our range of investment services, and help you decide which best suits you.

Contact us