Forsyth Barr Investment Advice, Havelock North

Welcome to Forsyth Barr Investment Advice, located in the picturesque town of Havelock North, New Zealand. As a leading establishment in the finance industry, we are a point of interest for individuals seeking expert financial guidance and investment opportunities.

At Forsyth Barr, we pride ourselves on our world-class team of advisers who are dedicated to delivering innovative financial services right here in New Zealand. With the support of our award-winning local and global research, we provide our clients with comprehensive access to global market knowledge. This includes our own acclaimed research, as well as international research through our affiliates. We also offer full market data across multiple New Zealand and New Zealandn indices, as well as up-to-the-minute global financial news.

For over 85 years, New Zealanders have entrusted us with their investment needs, and we are proud to be New Zealand and staff-owned with 24 offices throughout the country. Whether you are an experienced investor or just starting out, our expert advisers are here to assist you in making informed decisions that align with your individual goals.

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

With our network of offices, a Forsyth Barr Investment Adviser will provide you with professional, personalized, and confidential investment advice, along with access to a full range of investment services.

In addition, we have recently made some changes to our Terms and Conditions to ensure consistency with other client documentation, reflect the standards set by the Trusts Act 2019, clarify matters related to class actions for custodial clients, streamline administrative processes, and make minor editorial changes and clarifications.

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

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

Stay up-to-date with the latest financial news, trends, and insights by exploring our analysis of local and global markets. If you are not yet a client, we invite you to create an account to access our reports, market announcements, and company news.

At Forsyth Barr Investment Advice, we are dedicated to helping you achieve your financial goals and providing you with the highest level of service. Contact us today to embark on your investment journey with confidence.