Sponsored: Forsyth Barr's first year in Marlborough has been a significant milestone

As the Marlborough-based team of Investment Advisers, Brent Street, Nikki Jacobson and Jonathan Davidson, reflect on their first year they are delighted with the overwhelmingly positive response from existing and new clients.

Nikki says that the Forsyth Barr presence across Marlborough, and the other 24 centres around the country, allows for the increased personal touch many investors are looking for.

“I think clients find being able to speak to their portfolio’s Investment Adviser directly is wonderful, and we’ve been delighted with the number of people who have popped into the local office interested in having a chat about their financial future.”

Jonathan Davidson says, “Our existing clients appreciate the convenience of local meetings and reviews while some of our new clients are surprised that Forsyth Barr provides solutions for all levels of investment.”

“We want to break the myth that you need large amounts of money to start investing,” says Investment Adviser Brent Street. “It’s all about listening to each person’s needs and providing sound investment solutions specific to them, taking into account the current economic landscape.”

This year there has been a shift in the economic landscape, marked by the decision by the Reserve Bank of New Zealand to reduce the Official Cash Rate. As interest rates decline, savers face the need to adapt to grow their wealth and many people are contacting Forsyth Barr exploring alternatives beyond traditional bank deposits.

To cater to a wider audience, Forsyth Barr has recently introduced a new tailored fund portfolio, to its suite of wealth management services. The new Navigator service provides the benefit of a diversified portfolio of managed funds, delivered in a cost-efficient way. The service provides clients with access to a dedicated Investment Adviser, allows for regular reporting, and also makes it easy to make contributions or withdrawals at any time.

“We are keen to help investors make the best decisions for their situations,” says Investment Adviser Nikki Jacobson. “We can talk through the benefits of each of our range of investment services from our customised portfolio services through to our cash management options, to help people decide what is going to suit them best.”

“If people are interested in finding out more about any of these options, please do call us and we will arrange a complimentary meeting.” Nikki says.

Brent Street, Nikki Jacobson and Jonathan Davidson, whose views and opinions are expressed in this article, are Investment Advisers with Forsyth Barr Marlborough. To arrange a meeting to discuss your investment objectives in confidence, call 03 921 5020, email [email protected] or visit the office at 3 Waters Avenue, Blenheim.

This column is general in nature, has been prepared in good faith based on information obtained from sources believed to be reliable and accurate, and should not be regarded as financial advice.