Receive advice on my investments

Forsyth Barr's Investment Advisors, supported by our research and portfolio management capabilities, can provide quality advice when it's needed.

You can receive advice for a specific transaction or you may be seeking ongoing advice for your investment portfolio. Either way, Forsyth Barr can help you.

Call us on 0800 367 227 to get started

Sound advice

If you need investment advice call your Forsyth Barr Investment Advisor.  They can assist you and access the latest investment research.  It may be for a single purchase or sale, or perhaps a more complex requirement regarding your investment portfolio.

Portfolio advice

If you are not comfortable attending to and administering the day to day aspects of your portfolio (e.g. dividend payments, tax reporting, etc) Forsyth Barr can take care of this for you.  Our Premium Advisory Service takes care of the ongoing monitoring of your investments and includes personalised investment advice.  The service includes complete administration of your investments, regular reporting and access to research on securities and markets.

 

If you have any queries at all please contact your Investment Advisor by calling 0800 367 227.  Alternatively you can complete our online contact form or request an information pack.    

You may also be interested in:

  • Sharebroking services - if you don't require advice your Investment Advisor can buy or sell securities as required and provide research on securities and markets.
  • Portfolio management - if you require a more complete service, Forsyth Barr's Private Portfolio Management service is the solution.  This comprehensive investment management service provides day to day management of your portfolio within agreed parameters, a complete administration service and regular reporting to you.
  • Research - talk to your Investment Advisor about gaining access to Forsyth Barr's Research.
If you're new to investing or just have a question please call us: 0800 367 227