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
She Loves Golf – Otago Golf Club
Ladies' Evening at the Dunes Driving Range
Invitation-only event in Tauranga on 23 October. Contact your Adviser for details.
Past Events
Women in Business | Impactful Leadership
Her Health, Her Wealth
Over 100 women joined us in Christchurch for Her Health, Her Wealth, an evening of powerful insights on wellbeing and financial empowerment. Dr Ashleigh Barrett-Young and Zoe Wallis delivered engaging talks, moderated by Trish Oakley.
Women in Business | Strengths and Superpowers
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.
Focus Articles
Forsyth Barr Focus presents 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. If you have any questions, our Forsyth Barr Investment Advisers, supported by our research team, are available to provide you with further insight and advice.
Women and Wealth: Taking Charge of Financial Futures
Women in New Zealand retire with significantly less savings than men – sometimes tens of thousands of dollars less – despite living longer. This financial disparity, known as the ‘retirement wealth gap’, leaves many women vulnerable when they should be enjoying financial security...
The Power of Compounding Knowledge
Philanthropy and the Great Wealth Transfer
Avoid the Home Market Bias
Warren Buffett: Timeless Lessons from the Oracle of Omaha
Growth vs. Value Investing: It’s Not One or the Other
ESG: Weathering the Storm
Cash Isn't Always King
Lessons from the World’s Worst Investor
Portfolio Diversification: Unpacking the Free Lunch
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.
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.