We’re here to help New Zealanders worry less and live more.
We do that by supporting individuals, families, trusts, charities, local iwi and companies to grow and manage their wealth.
Updated Terms and Conditions
16 April 2026
We have made some changes to our Terms and Conditions:
- changes relating to privacy law changes and our notification obligations relating to the collection of personal information from third parties,
- changes relating to the pending transfer of our institutional broking business to Forsyth Barr Capital Markets Limited,
- changes in relation to our Cash Management Service, relating to there being (or potentially being) more than one underlying pooled bank account for each currency with the same Cash Management Bank, and
- various editorial changes.
You can review the updated Terms and Conditions here. Please contact your Investment Adviser if you have any questions.
These terms and conditions take effect immediately for new clients and from 1 May 2026 for existing clients.
Investment services
Discover your approach to investing
Whether you are an experienced investor or starting out, our expert advisers are here to help you make decisions that are right for you.
Investment options
Use the right tools to generate wealth
From investment funds to cash management, short selling and more, at Forsyth Barr we have the full range of investment options to suit your needs.
Summer KiwiSaver scheme
Make the most of your KiwiSaver opportunity
Summer was established with the goal of assisting people to make the most of their KiwiSaver opportunity.
Her wealth
Helping New Zealand women thrive financially
Across our network of offices, a Forsyth Barr Investment Adviser will provide you with professional, personalised and confidential investment advice with access to a full range of investment services.
Benefit from expert investment advice
