Portfolio advice

Forsyth Barr's Premium Advisory Service brings together all areas of our expertise, advice, administration and reporting. You make the investment decisions supported by our latest research and personalised advice.

We take care of the day-to-day administration of your portfolio and provide the advice you need to make confident investment decisions. Your Authorised Financial Adviser is on call to transact and place orders, while you retain full control of how your money is invested.

Call us on 0800 367 227 to get started

Once your Forsyth Barr account is established your Authorised Financial Adviser can arrange for this service to be initiated for you.

If you are an existing client of Forsyth Barr you can transfer easily into this service. Please contact your Authorised Financial Adviser.

The Premium Advisory Service provides you with:

  • Your own Authorised Financial Adviser who can make transactions and place orders for you
  • Access to the latest market and investment research
  • Advice and recommendations from our team of investment experts
  • Personalised service tailored to your unique financial situation, goals and risk tolerance
  • Quarterly reporting and reviews of your portfolio
  • Year-end tax reporting
  • A comprehensive portfolio administration service, including safe-custody of your investments
  • Time to effectively focus on investment decisions, not administration

You retain full control - we advise, you decide

It is up to you whether you act on our investment advice and recommendations.  As the ultimate decision-maker, you will be responsible for the performance of your portfolio, while we assist with day-to-day management and administer your portfolio.

People who use this service

This service is designed for investors who want quality advice and portfolio administration while making their own investment decisions:

  • Portfolio investor - we provide regular reports and reviews, helping you develop and
    maintain your investment strategy
  • High net worth investor - we deliver highly professional standards and practices you can
    rely on
  • New investor – if you are regularly saving and accumulating investments, we can help
    tailor a portfolio suitable for you
  • Income investor - regular drawings or lump sums can be arranged as required
  • Trustee making investment decisions - we can help you maintain a professional standard of advice, administration and reporting to the Trust


Further details

For full details please download the Premium Advisory Service brochure or contact your Authorised Financial Adviser on 0800 367 227.  

Form Icon to find out more about investing with Forsyth BarrAlternatively click here for further information or to contact an Authorised Financial Adviser who can help you. 

 

You may also be interested in:

  • Portfolio Management - if you require a more comprehensive service, Forsyth Barr Private Portfolio Management is the solution.  This comprehensive investment management service provides day to day management of your portfolio within agreed parameters, a comprehensive administration service and regular reporting to you.
  • Investment Advice - if you do not require a portfolio advisory or management service but would like to have investment advice and support available when you need it.
  • Sharebroking services - if you don't require advice, your Authorised Financial Adviser can buy or sell securities as required and provide research on securities and markets.
 
If you're new to investing or just have a question please call us: 0800 367 227