Investing with Forsyth Barr
Investment services to suit you
Grow and manage your wealth with help from our expert advisers. We offer a range of investment services, designed to deliver to the specific investment needs of individuals, families, trusts, charities, local iwi and companies.
PRIVATE PORTFOLIO MANAGEMENT
Fully managed portfolio
Agree your investment strategy with us and let us take care of everything; all your day-to-day management, transactions, administration and reporting of your portfolio.
PREMIUM ADVISORY
Build your own portfolio
Gather the knowledge you need from us to build your portfolio, and let us transact and monitor on your behalf and handle your portfolio’s paperwork and reporting.
NAVIGATOR SERVICE
Tailored fund portfolio
Receive advice on your investment strategy, then let us develop and manage your diversified portfolio of Managed Funds.
INVESTMENT ADVISORY
Transact with personalised advice
Support your decision-making with advice and recommendations based on your risk-profile; and be informed by our award winning research.
INVESTMENT TRANSACTION SERVICES
Buy and sell
Make the buying or selling of shares and securities simple by taking advantage of our direct links into NZX and access to international stock markets.
Choosing the right investment service
Find the investment services best suited to your needs.
A wide range of other investment options
Grow and manage your wealth with our range of carefully selected funds and finance facilities, chosen to help you achieve your specific goals.
Award winning research & analysis
Gain insight into local markets, review the latest in global analysis and market trends and access investment strategy research. All produced exclusively for the New Zealand investor by our award-winning research teams and international affiliates.
Get in touch
25 locations around New Zealand
Talk with one of our Investment Advisers. They will explain the benefits of each of our range of investment services, and help you decide which best meets your needs.