Forsyth Barr

Forsyth Barr, based in Auckland, New Zealand, offers a wide range of financial services, including investment, wealth management and sharebroking, to help individuals and businesses achieve their financial goals.

WHO WE ARE:

• We are a New Zealand owned and staff-owned independent business with over 85 years of experience in providing expert investment advice.
• Our team of over 220 qualified investment professionals across 25 offices nationwide delivers personalised advice and services to support our clients’ financial goals.
• We pride ourselves on our professional and tailored approach to investment, ensuring our clients receive the best possible guidance and support.

WHAT WE DO:

• We provide a full range of investment services, including sharebroking, portfolio management, research and investment banking, to cater to the diverse needs of our clients.
• Our managed services include fully managed portfolios, tailored fund portfolios and investor visa portfolios, designed to help our clients achieve their investment objectives.
• We also offer transactional services, such as buying and selling and investment options, including investment funds, cash management and fixed interest, to provide our clients with flexibility and choice.

WHY CHOOSE US:

• We offer expert investment advice and services, backed by our extensive experience and knowledge of the New Zealand market.
• Our independent and staff-owned structure ensures that our clients’ interests are at the forefront of our business and we are committed to delivering personalised and tailored solutions.
• Our commitment to professionalism, integrity and transparency has earned us the trust of New Zealanders for over 85 years, making us a trusted partner for investment and wealth management.

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 cater to the diverse needs of our clients.

2. How do you approach investment management?
We take a tailored and personalised approach to investment management, working closely with our clients to understand their financial goals and objectives and providing expert advice and guidance to help them achieve their goals.

3. What is your experience in providing investment services?
We have over 85 years of experience in providing investment services to individuals and businesses in New Zealand and our team of qualified investment professionals has extensive knowledge and expertise in the New Zealand market.