Investment advice.
Licensed advice across your investments - strategy, selection and monitoring, working to your plan rather than a product list.
We're not tied to any fund or platform, and our advice is not limited to a set menu. We recommend from the wide range of funds available to New Zealanders, based on what fits your plan - and we never sell products for a commission.
Asset allocation, platform selection and portfolio construction start from your goals and your appetite for risk. Then monitoring keeps the portfolio aligned with your plan as markets and life move.
We are not a broker, and we never hold your investments - they sit with a fund provider's custodian or in your own name. Forge is not a DIY trading tool, and we don't support regular trading activity.
