Her Wealth

Helping New Zealand women thrive financially.

At Forsyth Barr our goal is to ensure that everyone has access to the advice and guidance that supports them in achieving their financial goals. We established Her Wealth to provide tailored education resources, a programme of focused events and connection to our nationwide team of female advisers. Our objective in doing so is to play our part in helping New Zealand women thrive financially.

Upcoming Events

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Morning Tea & Markets: Meet your neighbours

A relaxed morning tea in Auckland on 11 June, bringing together women from across the building to connect, network, and enjoy light refreshments.

Investment Advisers Chariya Lee and Lauren Mackenzie will give an overview of Forsyth Barr. Invite-only.
Mother Daughter Breakfast

Mother-Daughter Breakfast

Forsyth Barr is proud to support the Mother-Daughter Breakfast at Westlake Girls on 20 August.

Enjoy a morning of connection and celebration for students and the special women in their lives, featuring guest speaker Toni Street.
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An Exclusive Evening with Global Women

The evening will feature a thoughtful exchange between Global Women CEO Katie Bhreatnach and local members Professor Jacinta Ruru, Rowena Davenport and Trish Oakley.

This is an invitation-only event in Dunedin, taking place on August 28.

Past Events

PNO Pink Ribbon Morning Tea

Pink Ribbon Morning Tea


In Palmerston North we came together over coffee, conversation, and a cause close to many. Our Pink Ribbon Morning Tea at The Verdict Café raised $1,388 in support of Breast Cancer Foundation NZ’s vital work. Thank you to everyone who contributed.
Westlake Girls High School

Career Bites | Westlake Girls High School

Forsyth Barr’s Sanet Drury spoke at Westlake Girls’ Career Bites event, highlighting the flexibility and impact of a financial advice career - and encouraging more young women to consider this rewarding path.
Women at the Table on Climate Change

Women at the Table on Climate Change

Forsyth Barr’s Head of ESG, Katie Beith, joined the Women at the Table on Climate Change panel to explore how leaders can drive meaningful climate action and sustainability. Thanks to UN Women, NCWNZ, and CID for hosting this important event.

Accelerating Action at Forsyth Barr

This year’s International Women’s Day theme, Accelerate Action, is about taking meaningful steps and ensuring women have the support and opportunities to succeed. In recognition of this, we’re sharing insights from people across Forsyth Barr - highlighting the steps they are taking and how they are helping to drive progress across our business.


Forsyth Barr Initiatives

“Our people drive our success. We want to empower them with equitable and fair employment processes and career development, a learning environment and a diverse, inclusive and supportive culture.” 
Forsyth Barr ESG Strategy

Learn and Build

‘Learn and Build’ was developed for Forsyth Barr staff in support of the Financial Services Council’s “It Starts with Action” program, aimed at helping women grow their financial confidence and well-being. The live presentations typically start with a talk led by a staff member of Forsyth Barr, followed by discussion and facilitated Q&A.

Forsyth Barr Investing Lab

This initiative is designed to help connect investors to financial concepts and increase their financial literacy, capability and confidence with respect to their personal investment arrangements. It is designed to empower individuals towards financial freedom through education of key fundamental investment concepts.

Focus Article | Women and Wealth: Taking Charge of Financial Futures


Ready to thrive financially?

Talk to us

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