Forsyth Barr Limited

Overview

Forsyth Barr Limited is a New Zealand-owned investment firm with over 85 years of experience, established in 1936 in Dunedin. As an independent, staff-owned business, it focuses on helping New Zealand investors grow and manage their wealth through a wide range of investment services.

The company provides sharebroking, portfolio management, investment research, and financial advice tailored to both seasoned investors and those new to investing. It offers diverse investment options, including investment funds, cash management, and specialized schemes like the Summer KiwiSaver program. The firm emphasizes financial education, particularly through initiatives such as "Her Wealth," supporting women investors with resources and access to female advisers. With a network of 25 offices across New Zealand and a team of over 220 qualified professionals, it delivers personalized service and local presence. The company is also committed to community support, contributing to schools and clubs, and partnering with Forsyth Barr Stadium in Dunedin to highlight community engagement.

Basic Information

Contact Details

• Website: forsythbarr.co.nz
• LinkedIn: linkedin.com/company/forsyth-barr

Key Focus Areas & Initiatives

• Portfolio management services
• Sharebroking & investment advice
• Fixed interest
• Investment research
• Cash management
• Savings & investment funds
• KiwiSaver
• Financial planning
• Diversified portfolios
• Market research
• Market insights
• Community involvement
• Award-winning research
• Her Wealth program
• Managed funds
• Regulatory compliance
• Investment banking
• Local ownership
• Wealth growth
• Fully managed portfolios
• Equities
• Wealth management services
• Client trust
• Margin lending
• Investment solutions
• Financial technology
• Professional advisers
• Client-focused approach
• Securities and commodity contracts intermediation
• Investment risk assessment
• Tailored fund portfolios
• Alternative strategies
• Private client services
• Independent investment firm
• Build your own portfolio
• Retail investment strategies
• Risk management
• Retirement planning
• Local market knowledge
• Corporate advisory
• Personalized advice
• Digital services
• Financial goals
• Buy and sell shares
• Global markets
• Tax-efficient investing
• Investment opportunities
• Economic insights
• Wealth-building strategies
• Financial literacy
• Fund management

Technologies Used

• Amazon AWS
• Amazon CloudFront
• Amazon SES
• CloudFlare Hosting
• Cloudflare DNS
• Gmail
• Google Analytics
• Google Apps
• Google Play
• Google Tag Manager
• Intercom
• MailChimp SPF
• MailJet
• Microsoft Office 365
• Mobile Friendly
• MouseFlow
• Nginx
• Outlook
• Reviews
• Route 53
• Salesforce
• Vimeo
• Webmail
• Wistia

Affiliated Organizations & Regional Branches

• Hobson Wealth