At Forsyth Barr we have extensive experience in helping returning New Zealanders, or new migrants, build an investment portfolio (which can be opened offshore if needed). We have a close relationship with Immigration NZ and have helped many investor-plus migrants, developing portfolios that meet the strict investing NZI criteria.
A cornerstone of our investment adviser service is building bespoke investment portfolios to match our client’s needs and goals. Forsyth Barr has been providing this personalised, professional investment advice and service for over 80 years growing to where we are now with over $6 billion of clients’ investments.
Forsyth Barr has one of New Zealand’s leading teams of research analysts, and coupled with our global affiliations, it ensures comprehensive research coverage of all major investment markets.
Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).
Paul O’Driscoll and Guy Johnson
Phone: +6493680139 or +6493680094