Forsyth barr is a new zealand owned firm providing a full range of investment options including sharebroking, portfolio management, kiwisaver and investment research. Summer offers you the flexibility to create a personalised portfolio from a combination of 10 asset class funds, or the ease of leaving the investment mix to. You can obtain the schemes product disclosure statement and further information about the scheme at nz, from one of our offices, or by calling 0800 11 55 66. Client access to forsyth barrs market insights forsyth. You can read more detailed information in our investment brochure, scope of service and service disclosure statement. Before signing up, youll receive a product disclosure statement that outlines everything you need to know about a scheme, including its fees. You can obtain the schemes product disclosure statement and further information about the scheme at. The summer kiwisaver scheme is managed by forsyth barr investment management.
Forsyth barr investment management limited mis managers. Forsyth barr s product disclosure statement for its summer kiwisaver scheme has again been awarded the writemark the hallmark of document clarity and quality. Martin hawes thinks there are three key reasons property investors. This section of the website is available to clients only. Forsyth barr private portfolio management is our comprehensive investment management service for clients. Welcome to forsyth barr s comprehensive online research library and market data. Forsyth barr is also a founding member of the nz stock exchange. He has written many other books on topics such as property investment, shares, tax. Martin hawes financial advisor, wealth coach and author.
You determine the investment parameters without being involved in the daytoday management of your investments. Grant batchelor afa cfp investment advisor forsyth barr. Hawes is also chair of the investment committee of the forsyth barr kiwisaver scheme, summer, and is on the board of variable annuity. The summer kiwisaver scheme is managed by forsyth barr investment management ltd. The summer kiwisaver scheme is managed by forsyth barr investment. Gordon cullen senior investment adviser forsyth barr. You can obtain the schemes product disclosure statement and further information about the scheme on this website, from one of our offices, or by calling us on 0800 11 55 66. Damian foster investment advisor forsyth barr investment. Kiwisaver, a voluntary longterm savings scheme supported by the. There are a wide range of investment options available to kiwisaver members. Forsyth barr investment management limited, fsp25021, is a licensed managed investment scheme manager.
Fully managed portfolio forsyth barr investment advice. Forsyth barr is a new zealand owned firm providing a full range of investment options including sharebroking, portfolio management, kiwisaver and investment. You can obtain the schemes product disclosure statement and further information about the scheme at s. The summer kiwisaver scheme is managed by forsyth barr. Martin hawes is the chair of the summer kiwisaver investment committee. Meet our investment managers summer kiwisaver scheme. Summer kiwisaver scheme statement receives hallmark again. For stepbystep instructions on setting up your account and other helpful tips, please view our short and informative howto video guides.
Growth funds are allocated according to predefined parameters. Keep track of your investments, monitor financial news and market movement by logging in to your account on our website or via the forsyth barr app on your android or ios device. Forsyth barr pie compliant investment funds other than the cash management service portfolio option personal choice forsyth barr kiwisaver scheme funds are allocated according to predefined parameters. Forsyth barr investment management limited manages the scheme and is responsible for its performance. Summer and forsyth barr summer kiwisaver scheme my plan. Together, you and your investment adviser agree on and document a customised investment strategy. If youre new to investing or just have a question please call us. Summer kiwisaver scheme forsyth barr investment advice.