Forsyth Barr Limited

Forsyth Barr Limited offers expert investment advice and services in New Zealand. With over 85 years of experience, we deliver tailored financial solutions for individuals and institutions. We specialise in investment management, research, and investment banking in a professional and welcoming environment. Our focus is on providing expert investment advice to support clients in achieving their financial goals.

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, allowing us to provide unbiased and tailored advice.
• We have a long history of delivering expert investment advice and services, with a deep understanding of the New Zealand market and economy.

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, and digital services, allowing clients to choose the approach that best suits their needs.
• We also offer specialist services, such as cash management, fixed interest, and equities, as well as alternative investment options.

WHY CHOOSE US:

• We offer expert investment advice and services, tailored to the individual needs of our clients.
• Our team of experienced investment professionals has a deep understanding of the New Zealand market and economy, allowing us to provide informed and effective advice.
• We are committed to delivering exceptional client service, with a focus on building long-term relationships and supporting our clients in achieving their financial goals.

FAQ
1. What investment options do you offer?
We offer a range of investment options, including managed services, transactional services, and digital services, as well as specialist services such as cash management and equities.

2. How do you approach investment management?
Our approach to investment management is tailored to the individual needs of our clients, taking into account their financial goals, risk tolerance, and investment horizon. We use a combination of research, analysis, and expertise to deliver effective investment solutions.

3. Can you provide investment advice for beginners?
Yes, we provide investment advice and services for clients at all stages of their investment journey, from beginners to experienced investors. Our team of experts is happy to guide and support clients in making informed investment decisions.