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Transact with personalised advice

Investment Advisory Service

Buy and sell investments supported by our award-winning research and receive investment advice based on your investment risk-profile.

Who uses this service?

Our Investment Advisory service suits people who:

  • Are wanting personal investment advice to make informed buy and sell decisions.
  • Are wanting to invest in shares or fixed interest securities.
  • Are looking for a professional service to handle transactions.
  • Are wanting access to quality research and market summaries produced exclusively for New Zealand investors.
  • Are wanting a simple way to hold cash for the purchase of shares and collect the proceeds from transactions.

Included in this service

Access to your own Investment Adviser to handle your transactions and provide you with advice, plus our research, market summaries and economic updates.

Cash management

Use your cash management account to settle transactions and receive income and dividends from your share portfolio.

Research

Be informed on local and overseas markets with quality research and analysis, daily and weekly summaries, economic updates and reports on NZX listed companies and global trends. All produced exclusively for the New Zealand investor by our award-winning research teams.

Web and app access

Keep track of your investments and monitor financial news and market movement by logging in to your account on our website or via the Forsyth Barr app on your Android or iOS device.

Custody

Forsyth Barr offers a safe custodial service for money and/or financial products on behalf of the client.

You can read more in depth information from our Investment brochure or scope of service documents


Invest with confidence

Expert Advisers

Forsyth Barr has a team of experienced Investment Advisers throughout New Zealand, delivering comprehensive, research-based investment advice. They are experts in building, managing and administering portfolios on behalf of clients.

Local and Global Research

The advice we deliver clients is informed by the best in local and global research. At the 2019 INFINZ Awards Forsyth Barr was rated first for Strategy and Quantitative research for the sixth consecutive year.

A leading New Zealand investment firm

Since 1936, Forsyth Barr has been proudly New Zealand and staff-owned. Today, we are one of New Zealand’s largest wealth management firms. We believe it is our independence, expertise and single-minded focus on client success that delivers the best possible outcomes for clients.

New Zealand-wide

We have 22 offices, and over 350 staff, across the country. This reflects our belief that no matter where you are in New Zealand, you should have access to world-class advice to help you grow and manage your wealth.

Still wondering if this service is right for you?

Our advisers are here to help

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.

Alternatively, fill out our online form with your details and an adviser will contact you with the appropriate information.