Forsyth Barr Limited

Welcome to Forsyth Barr Limited, your trusted financial partner in Wellington since 2013. Nestled in the heart of New Zealand's vibrant capital city, we've been cultivating long-lasting relationships with our clients, helping them navigate their financial journeys and secure their future. Our story began when a group of like-minded professionals saw an opportunity to create a unique, client-focused financial services firm that goes beyond the numbers. We are proud to have grown into a team of seasoned experts who offer more than just advice – we provide peace of mind, clarity, and confidence in your financial decisions. At Forsyth Barr Limited, we understand that every Kiwi's financial aspirations are unique, which is why we offer tailored solutions for our clients – from investment planning to retirement planning, portfolio management, sharebroking, and seminars. Our team works closely with you to develop a comprehensive strategy based on your personal and financial goals. One of the key aspects that sets us apart is our dedication to portfolio monitoring. We don't just set and forget; we're here for the long haul, ensuring your investments are aligned with market trends and always working hard towards your objectives. We believe in empowering our clients by equipping them with the knowledge they need to make informed financial decisions. That's why we host regular seminars, covering a wide range of topics relevant to our clientele. Our seminars aim to demystify complex financial concepts and provide actionable insights that help you grow your wealth. Join us at Forsyth Barr Limited, where the pursuit of financial success is collaborative, personal, and driven by the passion of a team who truly cares about their clients' futures. Let us be your guide as you navigate the complexities of financial services, with confidence, clarity, and peace of mind. We look forward to hearing your story and helping you write the next chapter in your financial journey.