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.
Who uses this service?
Our Investment Advisory service suits people who:
- Are wanting personal investment advice to make informed buy and sell decisions.
- Are wanting to invest in shares or fixed interest securities.
- Are looking for a professional service to handle transactions.
- Are wanting access to quality research and market summaries produced exclusively for New Zealand investors.
- Are wanting a simple way to hold cash for the purchase of shares and collect the proceeds from transactions.
Included in this service
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 in depth information from our Investment brochure or scope of service documents
Invest with confidence
Expert Advisers
Forsyth Barr has a team of experienced Investment Advisers throughout New Zealand, delivering comprehensive, research-based investment advice. They are experts in building, managing and administering portfolios on behalf of clients.
Local and Global Research
The advice we deliver clients is informed by the best in local and global research. At the 2019 INFINZ Awards Forsyth Barr was rated first for Strategy and Quantitative research for the sixth consecutive year.
A leading New Zealand investment firm
Since 1936, Forsyth Barr has been proudly New Zealand and staff-owned. Today, we are one of New Zealand’s largest wealth management firms. We believe it is our independence, expertise and single-minded focus on client success that delivers the best possible outcomes for clients.
New Zealand-wide
We have 21 offices, and over 350 staff, across the country. This reflects our belief that no matter where you are in New Zealand, you should have access to world-class advice to help you grow and manage your wealth.
Still wondering if this service is right for you?
Our advisers are here to help
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.