Forsyth Barr Central Otago

Forsyth Barr Central Otago Since 1936, New Zealanders have put their trust in our ability to help them grow and manage their wealth.

We are proud of what we have achieved for our clients during that time and remain a NZ and staff-owned, independent business.

Cash. Bonds. Property. Shares. Alternatives. What role does each actually play?Understanding the different types of inve...
03/09/2026

Cash. Bonds. Property. Shares. Alternatives. What role does each actually play?

Understanding the different types of investments - or asset classes - is an important part of building your investment knowledge.

Each comes with different characteristics, risks and potential returns. More importantly, each can play a different role within an investment portfolio.

Our latest Investing 101 article breaks down the main asset classes in straightforward terms, from the stability and accessibility of cash through to the long-term growth potential of shares.

If you're building your investment knowledge, it's a good place to start.

Read the full article: https://www.forsythbarr.co.nz/what-are-the-main-types-of-investments/

Meet Michelle.Michelle joined Forsyth Barr in 2020 and has progressed from Adviser Assistant to Associate Adviser, build...
31/08/2026

Meet Michelle.

Michelle joined Forsyth Barr in 2020 and has progressed from Adviser Assistant to Associate Adviser, building on her background across finance, banking and the corporate sector.

She holds a Bachelor of Commerce majoring in Finance and is continuing to build her investment qualifications as she works towards NZX Adviser accreditation.

Now settled in Wānaka, Michelle is also heavily involved in the local equestrian community alongside her daughter and their ponies.

Building experience, relationships and a future right here in Central Otago.

Meet Adam.Adam brings more than 20 years of financial market experience to our Wānaka team, having worked across New Zea...
27/08/2026

Meet Adam.

Adam brings more than 20 years of financial market experience to our Wānaka team, having worked across New Zealand, the UK and Hong Kong.

Alongside advising clients, Adam serves on the boards of Winter Games NZ and Mitre 10 Ferrymead, and on Plunket NZ's investment committee.

Originally from Dunedin and now raising his family in Wānaka, Adam is right at home in Central Otago - usually making the most of the mountains when he's not in the office.

Global market experience. Local perspective.

90 years. A lot has changed. Some things haven't.Forsyth Barr started as a small sharebroking firm in Dunedin in 1936. T...
21/08/2026

90 years. A lot has changed. Some things haven't.

Forsyth Barr started as a small sharebroking firm in Dunedin in 1936. This year, we're celebrating 90 years in business.

In that time, we've seen markets rise and fall, technology transform how we invest, and generations of New Zealanders build, protect and pass on their wealth.

But one thing has remained pretty constant: good advice starts with understanding the person behind the portfolio.

We're proud to be part of that story here in Central Otago - helping local people make considered decisions about what they've built and where they're heading next.

Take a look back at 90 years of Forsyth Barr:https://www.forsythbarr.co.nz/assets/Uploads/Focus/RES6364-113f-FB90.pdf

It might be a familiar saying, but it’s also one of the most important lessons in investing.Diversification is about spr...
14/08/2026

It might be a familiar saying, but it’s also one of the most important lessons in investing.

Diversification is about spreading your investments so your financial future doesn’t depend too heavily on one company, sector, country or type of investment.

Our latest Investing 101 article breaks down why diversification matters, how it can help manage risk, and why even a well-diversified portfolio needs a little maintenance over time.

Simple principles. Long-term thinking. A good place to start if you’re building your investment knowledge.

Read the full article on our website: https://www.forsythbarr.co.nz/central-otago-11

What a run for That Bloody Woman.Forsyth Barr Central Otago was proud to support Onstage Wanaka as Headline Sponsor of t...
19/07/2026

What a run for That Bloody Woman.

Forsyth Barr Central Otago was proud to support Onstage Wanaka as Headline Sponsor of this bold, high-energy production.

The response from audiences says it all - standing ovations, plenty of laughter and cheers, and heartfelt feedback throughout. It’s a huge credit to the cast, crew, creatives and volunteers who brought the show to life.

Thank you to everyone who came along, supported local theatre and helped make the season such a success.

And thank you to On Stage Wānaka for having us be part of it.

The best investors aren't the ones who predict the market. They're the ones with a plan.Our latest Share The Knowledge a...
09/07/2026

The best investors aren't the ones who predict the market. They're the ones with a plan.

Our latest Share The Knowledge article looks at the fundamentals of investing - understanding risk, building a diversified portfolio, and why having a long-term framework is often more important than reacting to headlines.

Whether you're investing for retirement, building wealth or simply wanting to understand where to start, it's a great reminder that successful investing doesn't have to be complicated.

Read the full article.

Wānaka App: https://wanakaapp.nz/NewsStory/investing-101-building-the-foundations-of-long-term-wealth-investment-blog/6a4d8d4684c532002e9debdc

Central App: https://centralapp.nz/NewsStory/investing-101-building-the-foundations-of-long-term-wealth/6a4f267b3ea2800052277bcf

What a week last week.As the New Zealand Mountain Film Festival wraps up for another year, we'd like to say a huge congr...
02/07/2026

What a week last week.

As the New Zealand Mountain Film Festival wraps up for another year, we'd like to say a huge congratulations to everyone involved in bringing it to life.

From the organisers and volunteers through to the filmmakers, speakers and festival-goers, it's events like this that make winter in Wanaka so special.

We're proud to have supported the festival as a Gold Sponsor and to play a small part in an event that celebrates adventure, storytelling and the mountain culture that so many of us love.

A particular highlight for us was supporting Session 7 and hearing from local mountain guide Petrouchka Steiner-Grierson alongside an inspiring lineup of films celebrating women in the mountains.

Thanks for another fantastic festival!

A great couple of days on the Cromwell Golf Course at the Last Minute Gin Brass Monkey Tournament.Thanks to everyone who...
30/06/2026

A great couple of days on the Cromwell Golf Course at the Last Minute Gin Brass Monkey Tournament.

Thanks to everyone who stopped by the 9th hole for a steak sandwich, a Fireball and a chat. It was fantastic to catch up with so many familiar faces and enjoy a bit of Central Otago winter sunshine.

Thanks to BDO New Zealand for having us involved.

Tonight's the night.We're looking forward to supporting Session 7 of the New Zealand Mountain Film Festival, featuring l...
21/06/2026

Tonight's the night.

We're looking forward to supporting Session 7 of the New Zealand Mountain Film Festival, featuring local mountain guide Petrouchka Steiner-Grierson and a powerful lineup of films celebrating women pushing boundaries in the mountains.

From Yosemite's legendary Triple Crown to alpine adventures closer to home, it's set to be an inspiring evening of storytelling, resilience and achievement.

If you're heading along, enjoy the night and the incredible stories being shared on stage and on screen.

Address

Suite E, 93 Ardmore Street
Wanaka
9305

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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