Forsyth Barr Investment Advice North Shore

Welcome to Forsyth Barr Investment Advice North Shore, located at 74 Taharoto Road in Auckland, New Zealand. As a renowned establishment in the finance industry, we offer a world-class team of advisers dedicated to providing innovative financial services and investment opportunities. With our expertise and award-winning local and global research, we ensure that our clients have comprehensive access to global market knowledge.

For over 85 years, New Zealanders have entrusted us with their investments and relied on our professional advice. As a proudly New Zealand and staff-owned institution, we have 24 offices across the country, including our North Shore location. Whether you are an experienced investor or just starting out, our expert advisers are here to help you make informed decisions that align with your financial goals.

At Forsyth Barr, we offer a wide range of investment options to suit your needs. From investment funds to cash management and short selling, we have the resources to guide you through the investment process. Additionally, we are committed to helping you make the most of your KiwiSaver opportunity through our Summer program.

Our network of offices ensures that you have access to professional, personalized, and confidential investment advice from a Forsyth Barr Investment Adviser. Our advisers have the expertise and knowledge to provide you with a comprehensive range of investment services.

Please note that we have recently updated our Terms and Conditions to align with changes in other client documentation. These changes include reflecting the minimum standards set by the Trusts Act 2019, clarifying matters related to class actions for custodial clients, administrative procedures for account closures and client notifications, and making minor editorial changes for clarity.

We are delighted to announce that Megan Glen has joined Forsyth Barr as our Director of Investment Banking. With her significant experience in corporate finance and assets, Megan will further enhance our capabilities in serving our clients.

In a strategic alliance, Forsyth Barr and Barrenjoey Capital Partners have come together to deliver enhanced services to our corporate clients. This partnership allows us to provide even more comprehensive solutions for your financial needs.

Stay up-to-date with the latest financial news, trends, and insights by exploring our analysis of local and global markets. As a client, you can also access reports, market announcements, and company news by creating an account on our website.

Thank you for considering Forsyth Barr Investment Advice North Shore. We look forward to assisting you in achieving your financial goals and providing you with exceptional service.