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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Fashion, finance, wellness, and premium vehicles

A stylish evening featuring a fashion show, expert insights on women’s wealth and menopause, premium vehicles, and raffles supporting the NZ Breast Cancer Foundation.

Invitation-only event in Whangārei on 16 October. Contact your Adviser for details.
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Inspiring Wāhine Rural Conference & Events

Forsyth Barr is proud to sponsor the Inspiring Wāhine Rural Conference & Events, a gathering designed to energise, connect, and uplift rural women. Zoe Wallis will speak on financial wellbeing and resilience.

Held in Gore from 15-17 October.
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Ladies' Evening at the Dunes Driving Range

A relaxed evening hosted by Forsyth Barr at the Dunes Driving Range, with golf activities for all levels, light refreshments, and a raffle supporting Waipuna Hospice.

Invitation-only event in Tauranga on 23 October. Contact your Adviser for details.

Past Events

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Women in Business | Impactful Leadership

Janine Sudbury, founder of Impact Leadership NZ, shared insights on leading with purpose, presence, and impact. The Women in Business 2025 event offered practical tools and fresh perspective on confidence, clarity, and authentic leadership.
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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.
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Women in Business | Strengths and Superpowers

Natalie Ferguson and Kristen Lunman of Powrsuit led an energising session on personal strengths and authentic leadership. Co-hosted with the Wellington Chamber of Commerce, the evening offered fresh perspective and practical tools to take forward.

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...

Read full article

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The Power of Compounding Knowledge

We are privileged to live in an era of extraordinary progress. Although modern humans have existed for around 300,000 years, most advancements in life expectancy, education, and living standards have occurred in just the last 300...
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Philanthropy and the Great Wealth Transfer

New Zealand ranks among the world’s most generous nations. While our philanthropists may not be household names like their counterparts in the United States, charitable giving is alive in our culture...
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Avoid the Home Market Bias

When it comes to investing, familiarity often feels like safety. But for many investors—particularly here in New Zealand—this comfort can come at a cost...
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Warren Buffett: Timeless Lessons from the Oracle of Omaha

The end of 2025 will conclude an extraordinary investing era: 95-year-old Warren Buffett will retire as CEO of Berkshire Hathaway. Known as the ‘Oracle of Omaha’, Buffett is the world’s most famous investor...
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Growth vs. Value Investing: It’s Not One or the Other

Different investors take different approaches. The two most widely recognised styles in equity markets are growth and value...
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ESG: Weathering the Storm

Forsyth Barr has completed its third annual assessment of Carbon, Environmental, Social, and Governance (C&ESG) ratings for New Zealand companies...
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Cash Isn't Always King

Interest rates from the likes of bank accounts and term deposits are the highest they’ve been in well over a decade. In contrast, investment markets have been bumpy with recent returns modest at best...
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Lessons from the World’s Worst Investor

This is a tale about John Smith, the world’s worst (or maybe just unluckiest) investor. Before you feel too sorry for John, don’t worry, we’ve made him up! In reality it would be hard to be as bad or as unlucky as John even if you really tried...
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Portfolio Diversification: Unpacking the Free Lunch

Portfolio diversification is a core principle of long-term investing and has been called the only free lunch in finance...

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.” 
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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.