Forsyth Barr Investment Advice Napier

Welcome to Forsyth Barr Investment Advice Napier, located at 42 Tennyson Street in the beautiful city of Napier, New Zealand. As a prominent establishment in the finance industry, we are a point of interest for individuals seeking professional investment advice.

At Forsyth Barr, we take pride in offering a world-class team of advisers right here in New Zealand. With our innovative financial services and investment opportunities, supported by award-winning local and global research, we strive to provide our clients with comprehensive access to global market knowledge.

For over 85 years, New Zealanders have entrusted us with their investment needs. As a proudly New Zealand and staff-owned institution, we have 24 offices across the country, ensuring that our expert advisers are readily available to assist both experienced investors and those who are just starting out.

From investment funds to cash management and short selling, we offer a full range of investment options to suit your individual needs. Our goal is to help you make informed decisions that are right for you, regardless of your level of experience.

In addition to our investment services, we also specialize in assisting individuals in making the most of their KiwiSaver opportunity through our Summer program. Our network of offices ensures that a Forsyth Barr Investment Adviser is always available to provide you with professional, personalized, and confidential investment advice.

We are constantly striving to improve our services, and as such, we have recently made some changes to our Terms and Conditions. These changes ensure that our Terms and Conditions remain consistent with other client documentation, reflect the Trusts Act 2019, clarify certain matters related to class actions and account closure, and make minor editorial changes and clarifications.

We are also excited to announce that Megan Glen has joined Forsyth Barr as Director, Investment Banking. With her significant corporate finance and asset management experience, she will further enhance our expertise and services.

Furthermore, we have formed a strategic alliance with Barrenjoey Capital Partners to deliver enhanced services to our corporate clients, solidifying our commitment to providing the best possible solutions.

At Forsyth Barr, we believe in keeping our clients informed. That's why we offer in-depth analysis of local and global markets, along with the latest financial news, trends, and insights. If you are not yet a client, we invite you to create an account on our website to access reports, market announcements, and company news.

Thank you for choosing Forsyth Barr Investment Advice Napier. Our team is dedicated to helping you achieve your financial goals and providing you with the highest level of service.