Forsyth Barr

Forsyth Barr is a New Zealand owned investment firm providing a full range of investment services, including sharebroking, portfolio management, research and investment banking, to support individuals in achieving their financial goals.

WHO WE ARE:

• We have over 220 qualified investment professionals across 25 offices nationwide, delivering expertise to support our clients.
• As a staff-owned company, we pride ourselves on our professional investment advice and services, built on over 85 years of experience.
• Our team is dedicated to helping clients make informed decisions, with a focus on building long-term relationships and trust.

WHAT WE DO:

• We offer managed services, including fully managed portfolios, tailored fund portfolios and investor visa portfolios, to cater to different investment needs.
• Our transactional services provide clients with the flexibility to transact with personalised advice or buy and sell investments as needed.
• We also provide a range of investment options, including investment funds, cash management, fixed interest and equities, to help clients diversify their portfolios.

WHY CHOOSE US:

• Our expertise and experience enable us to deliver high-quality investment advice and services, tailored to each client’s unique needs and goals.
• We are committed to helping our clients achieve their financial objectives, with a focus on building long-term relationships and trust.
• As a New Zealand owned company, we have a deep understanding of the local market and are well-positioned to provide informed investment advice and guidance.

FAQ
1. What investment options do you offer?
We provide 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 can provide personalised advice and guidance to help you make informed investment decisions and achieve your financial objectives.

3. How do I get started with investing?
You can get started by speaking with one of our investment advisers, who can help you understand your investment options and create a tailored investment plan to suit your needs and goals.