Forsyth Barr Investment Services

Benefit from expert investment advice

With over 220 qualified investment professionals across 25 offices nationwide, Forsyth Barr delivers the expertise to support you in achieving your financial goals.

Find an adviser

24 June 2026

Updated Terms and Conditions

We have made some changes to our Terms and Conditions:

changes in Section B to expressly accommodate where custodial assets may be held in the name of the client but under the control of the Custodial Company,
the addition of new provisions in Section B in relation to term deposits held through our Custodial Service, plus incidental related changes to similar provisions in Section A in relation to Cash Management to clarify those provisions and to ensure consistency,
changes to clarify that there is not a separate distinct fee for custody and administration services in relation our Private Portfolio Management and Navigator services,
changes to more comprehensively cover persons associated with an account and whose information a client might be providing us with, and
updating a legislative reference.

You can review the updated Terms and Conditions here. Please contact your Investment Adviser if you have any questions.

These terms and conditions take effect immediately for new clients and from 8 July 2026 for existing clients.

Property Investment Alternatives

Explore how diversification across different types of investments can complement or provide an alternative to property investment.

Learn more

You are in capable hands

New Zealanders have put their trust in our professional investment advice and services for 90 years. We are a majority staff and New Zealand-owned NZX firm with 25 offices across the country.

investment services

Discover your approach to investing

Whether you are an experienced investor or starting out, our expert advisers are here to help you make decisions that are right for you.

Investing with us

investment options

Use the right tools to generate wealth

From investment funds to cash management, short selling and more, at Forsyth Barr we have the full range of investment options to suit your needs.

Investment options

Summer KiwiSaver scheme

Make the most of your KiwiSaver opportunity

Summer was established with the goal of assisting people to make the most of their KiwiSaver opportunity.

Learn more

Term Deposit alternatives

Let our experts deliver you the best alternative strategy

We can deliver a range of alternative strategies from individual investment opportunities through to fully diversified portfolios.

Learn more

Her Wealth

Helping New Zealand women thrive financially

Ensuring everyone has access to the advice and guidance that supports them in achieving their financial goals, Her Wealth provides tailored education resources, a programme of focused events and connection to our nationwide team of female advisers.

Her Wealth

Find us

26 locations around New Zealand

Across our network of offices, a Forsyth Barr Investment Adviser will provide you with professional, personalised and confidential investment advice with access to a full

Find an adviser