Summer and Forsyth Barr

Forsyth Barr brings you the Summer KiwiSaver scheme.

At Forsyth Barr we understand how important your retirement is and as a New Zealand owned company, we have a history of over 80 years of helping New Zealanders achieve their investment objectives.  

Research is the cornerstone of Forsyth Barr investment advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Forsyth Barr has partnered with experienced Authorised Financial Adviser, author of over twenty books and financial commentator Martin Hawes. As Chair of the Summer Investment Committee, he and our Investment Managers will provide information and guidance to help you make sense of what is happening in the markets and what you might need to be thinking about.

If KiwiSaver is part of your retirement plans, congratulations, you are on your way to creating the lifestyle you want to enjoy in retirement. The Summer KiwiSaver scheme encourages you to go a step further and get involved.

The easiest way to start is by registering for updates from Martin. Don’t worry, we won’t overload your inbox but when market events like Brexit occurs or China free-falls we will provide you with insights to help you understand what is behind the market response. Locally our discussions will cover topics like the heated housing market debate, should the Reserve Bank go further and what sectors are driving the New Zealand economy. Members of Summer will also receive guidance on asset allocation from Martin.

Why the name Summer?

The name was chosen because it evokes an enjoyable time of year. A season in which we relax, and enjoy the rewards of hard work. This is a time to spend with family and friends, and do the things we want to do, especially those that we look forward to. Summer is full of optimism and positivity, and the promise of enjoyable times ahead, the summer of our lives. The Summer KiwiSaver scheme.

Meet our Investment Managers  |  Meet our Board