It’s quick and easy to ask to transfer to or join Summer. All you need is your IRD number and driver licence or passport handy. 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 over 80 years of investment experience, and our Summer Investment Committee is chaired by Martin Hawes.
We are active managers – we respond to market opportunities.
We are focused on performance – view our latest performance information here.
We keep you informed – both about your money and the broader investment market.
We enable you – through access to Forsyth Barr Authorised Financial Advisers for guidance, and making it easy for you to make changes to your account.
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.