canterbury’s own lifestyle magazine / a great local read

From humble beginnings in Dunedin more than 80 years ago, Forsyth Barr has grown to a nationwide investment firm with 21 offices and more than 300 staff. But this respected business, founded on the highest standards of service and advice, remains New Zealand- and staff-owned, retaining strong South Island roots and a commitment to reinvesting in local communities. For Canterbury-based investors, it offers a robust presence with a flagship central Christchurch office as well as offices in Timaru and Ashburton, all staffed with Investment Advisers accredited by the NZX and Financial Markets Authority.

The Christchurch office opened in 1986 and was the first Forsyth Barr branch outside Dunedin. After moving from Forsyth Barr House following the Christchurch earthquakes and spending the intervening years at offices around the city periphery, like so many other local businesses, they are now firmly established back in the CBD, in the stunning new Deloitte building at 151 Cambridge Terrace.

Here in Christchurch, and in the Timaru and Ashburton offices, highly-qualified teams provide expert advice and support for investors, both new and established. You don’t have to be a millionaire to benefit from their expertise. With expert knowledge and the utmost integrity, Forsyth Barr serves a full range of clients, from those wanting the best out of their KiwiSaver investment or interested in getting started with investing, perhaps buying some shares or joining an investment fund (which pools the funds of clients to give them access to a range of investments), to experienced investors with established portfolios.

As one of New Zealand’s largest investment firms, they are highly regulated, with established procedures to efficiently meet regulatory requirements. Their size also affords them the substantial benefits of one of New Zealand’s largest in-house research teams, which analyses the companies they invest in across New Zealand, Australia and their international networks. ‘This in-depth and up-to-date knowledge of the market is essential for the strong performance of an investment portfolio,’ says Forsyth Barr’s Christchurch Branch Manager, Ryan Cutts. ‘So, if you have investments, but don’t have the time, or would like some expert assistance with the management of your investments, we can help.’

If you are not comfortable attending to and administering the day-to-day aspects of your portfolio (such as dividend payments, tax reporting, etcetera), Forsyth Barr can take care of this for you. ‘Our Portfolio Services,’ says Investment Adviser Dale Walden, ‘can take care of the complete administration of your investments, including ongoing monitoring, regular reporting and access to research on securities and markets.’

Being a large firm, Forsyth Barr also allows clients to choose an Investment Adviser who is on the same page. ‘It’s really important,’ says Investment Adviser Michelle Parkin, ‘to work with an Investment Adviser who understands your point of view – after all, this is the beginning of a life-long investing relationship.’ Potential clients can review the online biographies of Investment Advisers in the Christchurch, Timaru and Ashburton offices before making contact – or they can contact the offices directly for a confidential no-obligation review of their investments.

This column is general in nature and is not personalised investment advice. Disclosure Statements for Forsyth Barr Authorised Financial Advisers are available on request and free of charge.