Transact with personalised advice
Investment Advisory Service
Buy and sell investments supported by our award-winning research and receive investment advice based on your investment risk-profile.
Service overview
Investment advice
Leverage Forsyth Barr’s expertise to help you make informed buy and sell decisions. Our investment advice and management of transactions across shares and fixed interest securities will support you in your decision-making and portfolio management.
Access high-quality research
Our award-winning research will provide you with insight into key events and market movements across equity, fixed interest and investment strategy research, along with daily and weekly market summaries and economic updates.
A range of digital services
Keep track of your investments from either your mobile or desktop. View your portfolio and key reporting, and monitor financial news and market movement, as well as accessing Forsyth Barr’s award-winning research.
Included in this service
The Investment Advisory Service gives you access to your own Investment Adviser to handle your transactions and provide you with advice, plus our research, market summaries and economic updates.
You can read more detailed information in our Investment brochure, Scope of service and Service disclosure statement.
Talk to us
Our Investment Advisers can talk you through the benefits of each of our range of investment services, and help you decide which best suits you.