Forsyth Barr

Forsyth Barr offers expert financial investments at Auckland. With over 85 years of experience, we deliver tailored investment solutions for individuals and institutions. We specialise in providing a full range of investment services in a professional and welcoming environment. Our focus is on helping clients build multi-generational wealth.

WHO WE ARE:

• We are a New Zealand owned investment firm with a team of over 220 qualified investment professionals across 25 offices nationwide.
• Our staff-owned structure ensures our interests are aligned with those of our clients, providing a unique and personal approach to investment advice.
• Our expertise spans sharebroking, portfolio management, research, and investment banking, making us a one-stop-shop for all investment needs.

WHAT WE DO:

• We provide fully managed portfolio services, allowing clients to benefit from our expertise and experience in managing their investments.
• Our transactional services enable clients to buy and sell investments with personalised advice, giving them control and flexibility.
• We offer a range of investment options, including investment funds, cash management, and fixed interest, to help clients diversify their portfolios.

WHY CHOOSE US:

• Our team of experienced investment professionals provides expert advice and guidance to help clients achieve their financial goals.
• Our comprehensive range of investment services and products ensures that clients have access to the tools and expertise they need to succeed.
• Our commitment to building long-term relationships with our clients means that we are dedicated to providing exceptional service and support.

FAQ
1. What investment options do you offer?
We offer a range of investment options, including investment funds, cash management, fixed interest, and equities, to help clients diversify their portfolios and achieve their financial goals.

2. Can I get personalised investment advice?
Yes, our team of experienced investment professionals provides personalised advice and guidance to help clients make informed investment decisions and achieve their financial goals.

3. How do you help clients build multi-generational wealth?
We help clients build multi-generational wealth by providing expert investment advice, tailored investment solutions, and ongoing support and guidance to help them achieve their long-term financial goals.