Who we are.
Forge Wealth is a licensed, fee-based advisory firm, built for a small number of higher-touch relationships.
Good advice too often arrives once: a thick report, a product recommendation, then silence until something goes wrong.
Forge exists to change that. Your plan is the relationship - reviewed at every session, re-run when life changes, and open for you to read any day you like - so the question "am I on track?" always has a current answer.
Every client has a dedicated adviser, and every adviser keeps a small client list by design - room enough to know your situation properly. We work online or in person, wherever you are in New Zealand, and the plan is run with you, not written once and filed.
Forge Wealth Limited is licensed by the Financial Markets Authority as a Financial Advice Provider and registered on the FSPR (FSP1011866).
We're a member of Financial Services Complaints Limited (FSCL), a Financial Ombudsman Service and independent dispute-resolution scheme. If we can't resolve a complaint, FSCL can help at no cost to you.
Forge was founded by Cory Barton, a seasoned technology executive and private investor since 2007. He is a licensed Financial Adviser registered on the FSPR.
Originally from Wellington, he has spent his career in technology and product management - advising domestic and offshore clients across NZ, Australia and North America, including Canva, Xero, Atlassian, Culture Amp and Bank of New Zealand.
Outside of Forge, Cory is a director supporting a number of businesses, and a private trustee. Outside of work he loves travelling with his young children, and entertaining friends and family in Wellington and the Wairarapa.