Forsyth Barr

Forsyth Barr is a prominent New Zealand investment and wealth management firm based in Auckland, offering a range of financial services including sharebroking, portfolio management, research and investment banking.

WHO WE ARE:

• We have over 220 qualified investment professionals across 25 offices nationwide, delivering expert advice to support clients in achieving their financial goals.
• As a proudly New Zealand and staff-owned company, we have been trusted by New Zealanders for over 85 years for our professional investment advice and services.
• Our team of experienced investment professionals is committed to providing personalised advice and services tailored to each client’s needs.

WHAT WE DO:

• We offer a full range of investment services, including managed services such as fully managed portfolios, tailored fund portfolios and investor visa portfolios.
• Our transactional services include transacting with personalised advice, buying and selling and margin lending.
• We also provide investment options such as investment funds, cash management, fixed interest and equities, as well as digital services and research reports.

WHY CHOOSE US:

• We have a proven track record of delivering expert investment advice and services, with a strong focus on building long-term relationships with our clients.
• Our staff-owned structure ensures that our interests are aligned with those of our clients and we are committed to providing unbiased and independent advice.
• We offer a range of investment options and services tailored to meet the diverse needs of our clients, from individual investors to institutional clients.

FAQ
1. What investment options do you offer for those looking for alternatives to property investment?
We offer a range of investment options, including investment funds, cash management and fixed interest, which can provide a diversified portfolio and help reduce reliance on property investment.

2. How do you approach investment portfolio management?
Our approach to investment portfolio management is tailored to each client’s individual needs and goals and we offer a range of services including fully managed portfolios, tailored fund portfolios and investor visa portfolios.

3. What research and analysis do you provide to support investment decisions?
We provide a range of research reports and analysis, including focus articles and Forsyth Barr MST Access Research, to help our clients make informed investment decisions and stay up-to-date with market trends and developments.