Forsyth Barr Investment Advice Dunedin

Welcome to Forsyth Barr Investment Advice Dunedin, located at The Octagon, 35. As a leading establishment in the finance industry, we are a point of interest for both experienced investors and those starting out on their investment journey.

At Forsyth Barr, we pride ourselves on offering a world-class team of advisers right here in New Zealand. With 85 years of experience, our professional investment advice has gained the trust of New Zealanders across the country. We are proudly New Zealand and staff-owned, with 24 offices nationwide.

Our mission is to provide innovative financial services and investment opportunities to our clients. We believe in delivering comprehensive access to global market knowledge, including our own award-winning research, international research via our affiliates, full market data across multiple New Zealand and New Zealandn indices, and up-to-the-minute global financial news.

Whether you're looking for investment funds, cash management solutions, or even short selling options, Forsyth Barr offers a full range of investment options to suit your needs. Our expert advisers are dedicated to helping you make informed decisions that are right for you.

In addition to our investment services, we also offer Summer, a platform designed to assist people in making the most of their KiwiSaver opportunity. Through our network of offices, a Forsyth Barr Investment Adviser will provide you with professional, personalized, and confidential investment advice, with access to a full range of investment services.

We are constantly striving to improve our services and stay up-to-date with industry changes. As a result, we have recently made some changes to our Terms and Conditions to ensure consistency with other client documentation. These changes also address matters such as trustee indemnities, participation in class actions for custodial clients, and administrative processes related to account closure and client communication.

We are excited to announce that Megan Glen has joined Forsyth Barr as Director, Investment Banking. With her significant corporate finance and asset management experience, Megan will contribute to our commitment to delivering exceptional services to our clients.

Furthermore, we have formed a strategic alliance with Barrenjoey Capital Partners to enhance the services we offer to our corporate clients.

To stay informed about local and global markets, financial news, trends, and insights, we invite you to explore our analysis and reports. If you're not yet a client, creating an account will grant you access to these valuable resources, as well as market announcements and company news.

At Forsyth Barr Investment Advice Dunedin, we are dedicated to providing you with the expertise and support you need to achieve your financial goals. Contact us today to get started on your investment journey.