"We feel reassured that Pascoe Barton are managing our funds with utmost scrutiny and care..."

C & D
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Who Are We?

Pascoe Barton Limited provides customised investment advice and portfolio management services for discerning investors. 

Pascoe Barton is managed by ourselves Susan Pascoe Barton and Steven Barton.  We manage investment portfolios, providing advice to clients in the Manawatu, Bay of Plenty, the Central North Island, and throughout New Zealand and overseas.  We are both Certified Financial Planners.

Pascoe Barton Limited is beneficially owned by interests associated with ourselves.  The business has no ties to any particular investment provider.  Pascoe Barton was established as a financial planning and investment advisory business in Palmerston North in June 1995, and in Whakatane in August 2004. 

We have a wide range of clients, with a number being or having been, prominent scientists, medical specialists, educationalists, businesspeople, farmers and also international sportsmen.  The common thread is that these clients are individuals and want to be assisted in their financial management in a personal manner.

Steven Barton 

Bachelor of Agricultural Science, Diploma of Business Studies (endorsement in Personal Financial Planning). Certified Financial PlannerCM  

 Click here for more information on Steven. 

 

 

Susan Pascoe Barton

Bachelor of Business Studies, Diploma of Business Studies (endorsement in Personal Financial Planning).  Certified Financial PlannerCM

Click here for more information on Susan.  

 

 


What makes Pascoe Barton unique?
  • We do not try to be all things to all people. 
  • We focus on increasing the wealth of our clients and achieving our clients financial goals. 
  • We believe in making quality financial advice affordable for those who wish to use our services. 
  • We believe that education is as important as experience.  Education provides extra depth and knowledge to our recommendations. 
  • We are a local, family orientated business. 
  • We work together as a team. 
  • We have a proven track record. 
  • We build our practice through the kind referrals of our valued clients.

Our Approach

The Pascoe Barton philosophy is "do unto others as you would have them do unto you."   We measure our success by the achievement of our clients' financial and life goals.

Our Vision

To be the preferred financial planning practice in both the Eastern Bay of Plenty and Manawatu. 

Our Mission

  • To be valued and trusted by our clients to achieve superior investment returns through research and knowledge-based advice.
  • As Certified Financial PlannerCM practitioners, to put the interests of our clients before our own.
  • To pursue ongoing education to ensure our continuing ability to meet our clients’ needs and expectations.

Our Promise to You

  • To provide sound, cost-effective investment advice and portfolio management services.
  • To work hard to achieve superior results for you.
  • To maintain high ethical standards.
  • To provide the best advice we can, having considered a wide range of products, and inform you of any known real or potential conflicts of interest.
  • To educate and inform.

Pascoe Barton Expertise

Our specialist expertise is in investment advice and portfolio management.  The company uses several of Australasia’s top investment research houses in their investment decision-making.  These include Aon, ASB Securities, Craigs Investment Partners, Credit Suisse, Farrelly’s, First NZ Capital, Forsyth Barr, Goldman Sachs JB Were, Lonsec, Macquarie Securities, Mercers, Morningstar Research, Russell, Standard & Poor's. 

Efficient system

Our portfolio administration system allows us to access many wholesale or discounted retail investments for the benefit of our clients.

Helping your decisions

We want clients to be in control of achieving their lifestyle and financial goals.  Working as a team alongside clients, their lawyers and accountants enables us to help you to make informed financial decisions.

Reasonable fees

There is no charge for the initial consultation with either of us.  This provides an opportunity, in a relaxed environment, to find out how we can assist you.  Depending on what is required, the relevant service(s) can then be outlined.  Fees are discussed openly, so clients can select the most cost-effective option.

 is a registered certification mark of the Certified Financial Planner Board of Standards Inc.