Forsyth Barr Investment Advice Queenstown

Welcome to Forsyth Barr Investment Advice Queenstown, located at 10 Munro Road in the beautiful city of Queenstown, New Zealand. As an establishment in the finance industry, we are a point of interest for individuals seeking professional investment advice and services.

At Forsyth Barr, we take pride in offering a world-class team of advisers right here in New Zealand. With 85 years of experience, we have built a reputation for delivering innovative financial services and investment opportunities. Our team is supported by award-winning local and global research, ensuring that our clients have comprehensive access to global market knowledge.

We provide a wide range of services to cater to the needs of both experienced investors and those who are just starting out. From investment funds to cash management and short selling, we have a full range of investment options to suit your individual needs.

One of our key focuses is on helping New Zealanders make the most of their KiwiSaver opportunity. Through our Summer program, we aim to assist individuals in maximizing the benefits of their KiwiSaver investments.

As a client of Forsyth Barr, you can expect professional, personalized, and confidential investment advice from our network of offices across the country. Our advisers are here to help you make informed decisions that are right for you.

In addition to our investment services, we also provide access to a wealth of information and resources. You can explore analysis of local and global markets, review the latest financial news, trends, and insights. If you're not yet a client, you can create an account to access reports, market announcements, and company news.

We are proud to be New Zealand and staff-owned, with 24 offices nationwide. Our commitment to our clients and our dedication to providing exceptional service sets us apart in the industry.

We have recently made some changes to our Terms and Conditions to ensure consistency with other client documentation. These changes also reflect the minimum standards set by the Trusts Act 2019 and clarify certain matters relating to participation in class actions, account closure, and communication with clients.

We are excited to announce the addition of Megan Glen as Director, Investment Banking. Megan brings significant corporate finance and asset management expertise to our team.

Furthermore, Forsyth Barr has formed a strategic alliance with Barrenjoey Capital Partners to deliver enhanced services to our corporate clients.

Thank you for considering Forsyth Barr Investment Advice Queenstown. We invite you to explore our website to learn more about our services and to get in touch with our expert advisers who are here to assist you on your investment journey.