Forsyth Barr

Forsyth Barr offers expert financial investments at Wellington. With over 85 years of experience, we deliver tailored investment services for individuals and institutions. We specialise in sharebroking, portfolio management, research and investment banking in a professional and welcoming environment. Our focus is on providing expert investment advice and services.

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 team is committed to delivering exceptional service and expertise to our clients, with a focus on building long-term relationships.
• We are proudly staff-owned, ensuring our interests are aligned with those of our clients.

WHAT WE DO:

• We provide a full range of investment services, including sharebroking, portfolio management, research and investment banking.
• Our investment options include managed services, transactional services, investment funds, cash management and more.
• We also offer digital services, including online investment portfolios and research reports.

WHY CHOOSE US:

• We offer expert investment advice and services, tailored to the individual needs of our clients.
• Our team has extensive experience and knowledge of the investment market, ensuring our clients receive the best possible guidance.
• We are committed to delivering exceptional service and support, with a focus on building long-term relationships with our clients.

FAQ
1. What investment options do you offer?
We offer a range of investment options, including managed services, transactional services, investment funds, cash management and more. Our investment services are designed to meet the individual needs of our clients, whether they are experienced investors or just starting out.

2. How do you provide investment advice?
Our team of experienced investment professionals provides expert investment advice, tailored to the individual needs of our clients. We take the time to understand our clients’ goals and objectives, and provide guidance on the best investment options to achieve them.

3. What is your approach to investment management?
Our approach to investment management is focused on delivering long-term results for our clients. We take a disciplined and rigorous approach to investment management, with a focus on risk management and portfolio diversification. Our goal is to provide our clients with the best possible returns, while minimising risk.