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Build your own portfolio

Premium Advisory Service

Your Investment Adviser will deliver personalised advice supported by award-winning research, monitor your portfolio and manage administration and day-to-day requirements.

Who uses this service?

Our Premium Advisory service suits people who:

  • Are wanting advice on building a portfolio that meets their agreed investment profile and investment objectives.
  • Are wanting their portfolio to be actively monitored with updates provided on an ongoing basis.
  • Would like the option to arrange for regular drawings or lump sums to be paid.
  • Are preparing for retirement, have sold a property, farm or business, or have received a sum of money requiring investment.
  • Are wanting the complex administration and reporting requirements of their bespoke investment portfolio to be simplified and managed by a professional team.

Included in this service

Receive advice on your investment objectives from your Investment Adviser, including opinions and recommendations on transacting in markets and securities. Have us transact on your behalf and provide you with comprehensive administration and reporting.

Investment Adviser

Create an investment plan with your adviser and have regular portfolio reviews. Their understanding of your financial situation, goals, wealth management needs and tolerance for risk will guide the advice they provide.

Administration & reporting

Receive comprehensive management and safe-custody administration services and regular reports, including year-end tax reporting.

Cash management

Have the freedom to deposit or withdraw funds, invest in other currencies, settle transactions and receive income and dividends from your share portfolio with your own cash management account.

Research

Have access to information about key events and market movements by accessing equity, fixed interest and investment strategy research, daily and weekly market summaries and economic updates.

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.

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 suits your needs.

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