Forsyth Barr & Remuera Golf Club
Forsyth Barr is proud to partner with Remuera Golf Club, supporting members both on and off the course. We know many members are enjoying retirement, or planning for it, and our focus is on helping you make the most of this stage of life with confidence and peace of mind.
As part of our partnership we are providing you access to Forsyth Barr Focus.
Forsyth Barr Focus are articles written by our research experts presenting a perspective on key market dynamics. These are designed to highlight issues we believe are particularly relevant for long-term investors, and to focus on opportunities that will benefit portfolios in the years ahead.
Intergenerational Wealth: Planning the Legacy You Leave
For many New Zealanders, the retirement years are the result of a lifetime of effort. Over the coming decades, an estimated $1.6 trillion of this wealth is expected to pass from one generation to the next.
Navigating the Ethics of Investing in Defence
Investing in Quality: Doing Nothing Can Be the Hardest Trades
Philanthropy and the Great Wealth Transfer
Expert Advice
Our advisers, Mark Richardson and Scott Ellis work closely with the club and are available to chat about investment, retirement planning, or simply to answer questions over a coffee or round of golf. It’s about providing guidance that fits your lifestyle and goals — so you can spend more time doing what you love.
Together, Mark and Scott combine their professional expertise with a down-to-earth approach, working closely to understand what matters most to their clients. They take pride in building long-term relationships, helping people make confident financial decisions while enjoying the balance of sport, family, and community along the way.
Mark Richardson joined Forsyth Barr in 2023 after a career that spanned professional sport, television, and radio. Having been a Forsyth Barr client himself during his playing days, he’s thrilled to now be on the other side of the table, helping clients with their own financial journeys. Mark is a qualified financial adviser and NZX Adviser, with a Commerce degree from the University of Otago.
Away from the office, Mark’s lifelong love of sport shines through. He became a junior member of the Remuera Golf Club at just 13, playing regularly with his father, and the game has remained a constant passion ever since.
Scott Ellis also comes from a sporting background, having played as a contracted cricketer in the UK before turning his focus to financial advice. With 15 years’ experience in the financial services industry, including nine as a financial adviser, and a degree in Business majoring in Economics and Management, Scott combines technical knowledge with a practical, approachable style as a registered financial adviser and NZX Adviser.
These days, Scott’s main sporting outlet is golf, though his time on the course is increasingly shared with his two young sons as they start their own sporting adventures.
Mark Richardson
Investment Adviser
Mark Richardson joined Forsyth Barr in 2023, having come from a high-performance sports, television, and radio background.
Mark is registered as a financial adviser and is accredited as an NZX adviser. He has completed the New Zealand Certificate in Financial Services (Level 5) and holds a Bachelor of Commerce from the University of Otago. In addition, he has completed the 508N Securities Law and Market Regulation in New Zealand qualification through Kaplan Professional.
Mark was a client of Forsyth Barr during his professional sporting days and is thrilled to have now turned his interest and enthusiasm for the markets into his career.
Scott Ellis
Investment Adviser
Scott Ellis joined Forsyth Barr Auckland in 2024, having spent more than a decade in the financial services industry.
Scott is registered as a financial adviser and accredited as an NZX Adviser. He holds a Bachelor of Business degree majoring in Economics and Management.
Scott loves sports and the outdoors, having in his younger years played as a contracted cricketer in the United Kingdom. These days golf is his passion, however tee times are harder to come by in recent years as his growing sons begin their own sporting journeys.
About Forsyth Barr
Helping New Zealand investors for over 85 years.
Since 1936 New Zealanders have put their trust in our ability to help them grow and manage their wealth. We are proud of what we have achieved for our clients during that time and remain a NZ and staff-owned, independent business.
Forsyth Barr offers a range of investment services, designed to deliver to the specific needs of individuals, families, trusts, charities, local iwi and companies.