It’s quick and easy to transfer or join. All you need is your IRD number and driver licence or passport. We’ll manage the process and if you have an existing provider we’ll liaise with them on your behalf.
We are investment specialists – as part of Forsyth Barr we bring 80 years of investment experience, and our Investment Committee is chaired by Martin Hawes.
We are active managers – we respond to market opportunities.
We keep you informed – both about your money and the broader investment market.
We enable you – through access to Authorised Financial Advisers for guidance, and making it easy for you to make changes to your account.
Our performance speaks for itself.
We have a clear, socially responsible investment framework – we are transparent about where your money is invested.
Are you ready to join Summer? Let's get started.
Fund Manager of the Year Awards are announced by FundSource, the investment strategy and research company. These awards should not be read as a recommendation by FundSource. For further advice on the relevance of this award to your personal situation consult your authorised financial adviser, or visit www.fundsource.co.nz.