Yes, we do, and that's what makes us different!
We help you set an investing goal and estimate how long it’ll take to reach or what amount you could end up with. This is based on what you’re aiming for, how much you plan to invest, and how often. Together, with your investor type, we then recommend a mix of Forsyth Barr Funds to achieve that goal. You can also customise your mix of funds – you can choose a theme and we’ll recommend a mix of funds with a tilt towards that theme.
You can read more about our advice service.