Grant Batchelor

Background

About Grant Batchelor

At Forsyth Barr, I am solely focused on helping you maximise your wealth. I believe this can only be achieved by delivering you the most personalised service and advice possible. My advice and recommendations are based solely on your individual circumstances, and my investment recommendations reflect an independent assessment of all the options available in the market. But we see that in markets such as Dunedin this is not the service that many other organisations are delivering.What makes Forsyth Barr different is our commitment to three key elements of the service we offer:1. Understanding youIt should be obvious, but to deliver the best possible outcome for you, we need to fully understand your objectives and work together to develop the most appropriate investment approach. It’s the focus on your individual needs that leads to the optimal investment outcome.2. Transparency and breadth of opportunityWe believe strongly that the best investment strategy is built from actively considering all the available investment opportunities, supported by our extensive research and tools. We do not make recommendations based on a pre-selected set of alternatives, or solely recommend investment into proprietary products.3. Client ServiceWe set very high standards for the levels of service we believe clients should receive. Meeting these standards is a key part of an adviser’s role. On one level this is about the professionalism with which we manage your affairs – ensuring that we always deliver prompt response and action, timely reporting and accurate administration. But it’s also about a level of service that reflects our understanding of you, and your financial affairs. We have all experienced the frustration of dealing with an organisation in which you have no dedicated point of contact and find yourself in the dreaded loop of repeatedly explaining your request to a series of people who know nothing of your situation.