New to investing?

We believe investing should be for everyone, but we also understand that it can be a complex subject to understand.

While at its most simple, investing is about putting money into an asset with an expectation of gain, the options for investing run from something simple like earning interest on a deposit at a bank, through to something more complex like purchasing a selection of diversified local and overseas shares.

Perhaps the most important things to understand are that not all investments are equal – values will vary and may go up or down depending on the current return and perceived risk relative to other investments – and that your specific situation (your goals, how long you intended to keep the money invested, your attitude towards risk etc) will determine what kind of investment is appropriate for you. There are a few ways we suggest you think about getting started. 

View our choosing an advice service page for information to help you decide if our financial advice services meet your needs.

We’ve produced a simple Introduction to Investing guide. It will help you understand some basic topics and get you thinking about what type of investments might be right for you.

Our guide covers topics like:

  • tick things to consider before investing
  • tick ongoing management
  • tick types of investments
  • tick the Forsyth Barr approach
  • tick risk and credit ratings
  • tick next steps
  • tick creating an investment portfolio

Find out more

Speak with one of our Investment Advisers about your situation and get answers to your questions.