New Office for Forsyth Barr Tauranga’s Expanded Investment Advisory Team

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The move to the larger office at Northern Quarter marks an exciting milestone for the Forsyth Barr Tauranga team as it continues to expand its presence in the region. The move is a result of outgrowing the previous premises, reflecting an increasing demand for professional investment advice in Tauranga and the wider Bay of Plenty region.

Forsyth Barr’s Tauranga team consists of Investment Advisers David McConnochie, Brett Bell-Booth, Andrew Davis, Philip Kilpatrick, David Le Breton, Scott Moriarty, Paul O’Driscoll, Jeannine Tolley, Roger White, Associate Adviser Stacey Russell, and Adviser Assistants Erin Robson and Fiona Violich.

“It’s an exciting time for us,” says David McConnochie, Forsyth Barr Tauranga Manager and Investment Adviser. “The growth in this region has been significant, and our new office in the Northern Quarter will allow us to continue providing high-quality investment advice to our clients in a space that matches our ambitions.”

For nearly 90 years, New Zealanders have placed their trust in Forsyth Barr’s professional investment services. Founded in 1936, Forsyth Barr has 25 offices across New Zealand, employing over 600 people and managing or advising on over $35 billion of clients’ investments.

The experienced Investment Advisers at Forsyth Barr work closely with their clients to help them understand the benefits and risks of different investment strategies, tailoring solutions to individual financial goals.

As economic conditions shift, the need for expert guidance has never been more important. With term-deposit interest rates on the decline, investors are increasingly looking for alternative strategies to grow their wealth while managing risk effectively.

Whether you’re exploring alternatives to traditional savings or looking to build a diversified investment portfolio, Forsyth Barr’s Investment Advisers are ready to help.

Forsyth Barr’s Tauranga team consists of Investment Advisers David McConnochie, Brett Bell-Booth, Andrew Davis, Philip Kilpatrick, David Le Breton, Scott Moriarty, Paul O’Driscoll, Jeannine Tolley, Roger White, Associate Adviser Stacey Russell, and Adviser Assistants Erin Robson and Fiona Violich.

To learn more about Forsyth Barr, you are welcome to visit the new office when it opens at Northern Quarter, or get in touch with one of the Forsyth Barr Tauranga Investment Advisers.

07 578 2737.

forsythbarr.co.nz

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