Grow and manage your wealth with help from Investment Advisers Suzanne Kinnaird and Laura Ramsay.
With over 85 years’ experience Forsyth Barr is a respected name in the New Zealand financial services industry. We are proudly New Zealand owned, with over 600 employees located throughout the country. We are committed to providing a full range of investment services to meet the varied needs and expectations of clients through the different stages of their lives. Providing quality research from our highly regarded research team and international affiliates is central to the provision of our advice. Contact us for a no-obligation review of your existing investment arrangements.
- 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 TRANSACTION SERVICES
Buy and sell - Make the buying or selling of shares and securities simple by taking advantage of our inhouse NZ research team, direct links into NZX and access to international stock markets.
- SUMMER KIWISAVER SCHEME
Make KiwiSaver part of your investment strategy and be on your way to creating the lifestyle you want to enjoy in retirement.
Suzanne Kinnaird
Investment Adviser
suzanne.kinnaird@forsythbarr.co.nz
DDI: +64 3 479 6354
About Suzanne
Suzanne Kinnaird joined Forsyth Barr Dunedin in 1998. She has over 25 years of experience in the financial services industry.
Suzanne is registered as a financial adviser and is accredited as an NZX Adviser. She has a Bachelor of Science majoring in Mathematics and a Diploma for Graduates majoring in Finance, both from the University of Otago. Suzanne holds the NZX Diploma and has also completed the Introduction to Financial Planning through Adviserlink.
Suzanne is a Council Member for St Margaret’s College and a Trustee of the Dunedin Casino Charitable Trust.
Laura Ramsay
Investment Adviser
laura.ramsay@forsythbarr.co.nz
DDI: +64 3 479 6282
MOBILE: +64 27 822 3345
About Laura
Suzanne and Laura are based out of the Dunedin office
Forsyth Barr Investment Advice Dunedin
Level 10, Forsyth Barr House
35 The Octagon
Dunedin 9016
Private Bag 1999, Dunedin 9054
Phone: +64 3 477 7464