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Investing with Forsyth Barr

Investment services to suit you

Grow and manage your wealth with help from our expert advisers. We offer a range of investment services, designed to deliver to the specific investment needs of individuals, families, trusts, charities, local iwi and companies.

PRIVATE PORTFOLIO MANAGEMENT

Fully managed portfolio

Agree your investment strategy with us and let us take care of everything; all your day-to-day management, transactions, administration and reporting of your portfolio.

PREMIUM ADVISORY

Build your own portfolio

Gather the knowledge you need from us to build your portfolio, and let us transact and monitor on your behalf and handle your portfolio’s paperwork and reporting.

INVESTMENT ADVISORY

Transact with personalised advice

Support your decision-making with advice and recommendations based on your risk-profile; and be informed by our award winning research.

INVESTMENT TRANSACTION

Buy and sell

Make the buying or selling of shares and securities simple by taking advantage of our direct links into NZX and access to international stock markets.

 

A wide range of other investment options

Grow and manage your wealth with our range of carefully selected funds and finance facilities, chosen to help you achieve your specific goals.

Investment funds

MANAGED FUNDS

Whether you are just starting to save, or you are an experienced investor, these Funds provide you with diversification and choice across different investment sectors.

Cash management

MONEY ON CALL

Earn interest while you save or plan for future investments and easily access your money to take advantage of investment opportunities as they arise.

Fixed interest

LISTED AND UNLISTED

Make the most of direct access to a comprehensive range of fixed interest investments including Government and local authority stock, corporate bonds, debentures and term deposits.

Equities

LOCAL AND GLOBAL

Invest with the goal of receiving dividend income and capital growth by investing in well-researched New Zealand, Australian and International shares.

Margin lending

SECURED FINANCE

Take advantage of new investment opportunities as they arise by using your portfolio as security on new issues or to increase your exposure to an existing security.

KiwiSaver

SUMMER KIWISAVER SCHEME

Make KiwiSaver part of your investment strategy and be on your way to creating the lifestyle you want to enjoy in retirement.

Award winning research & analysis

Gain insight into local markets, review the latest in global analysis and market trends and access investment strategy research. All produced exclusively for the New Zealand investor by our award-winning research teams and international affiliates.

Get in touch

21 locations around New Zealand

Talk with one of our Investment Advisers. They will explain the benefits of each of our range of investment services, and help you decide which best meets your needs.