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Forest Enterprises

Fund Manager based in Masterton

Fund ManagerAIP ApprovedFSP: FSP37784NZBN: 942903187575253 Years Track Record

Key Facts

Provider type
Fund Manager
Headquarters
Masterton
Established
1972 (53 yrs)
FSP number
FSP37784
AIP status
Approved
Open offers
1 open / 1 total
Funds listed
1

Last reviewed: 20 May 2026

6,500
Investors
1972
Year Established
1
Open Opportunities

About Forest Enterprises

Pioneer of public investment in NZ Radiata pine plantation forestry since 1972. Manages over 20,000 hectares for 6,500 individual investors. Founded by Charles Wallis in Masterton.

Location

Masterton

FSP Registration

FSP37784

Primary source: FMA FSPR

NZBN

9429031875752

Primary source: Companies Office

Established

1972

53 years track record

AIP Approved

Eligible for Active Investor Plus visa

Key People (4)

CW

Charles Wallis

Founder

Leadership

Founded Forest Enterprises in 1972. Pioneer of public investment in NZ Radiata pine plantation forestry

52 years of experience

BH

Bert Hughes

CEO

Leadership

CEO of Forest Enterprises

WR

Warren Rance

Gisborne Regional Manager

Operations

Regional Manager for Gisborne operations

SR

Sean Roberts

Customer Services Manager

Customer

Customer Services Manager

Get Started

Quick Info

Provider TypeFund Manager
Open Offers1
Funds1
AIP StatusApproved

Frequently Asked Questions

What is Forest Enterprises?

Pioneer of public investment in NZ Radiata pine plantation forestry since 1972. Manages over 20,000 hectares for 6,500 individual investors. Founded by Charles Wallis in Masterton.

Where is Forest Enterprises based?

Forest Enterprises is based in Masterton. New Zealand-domiciled funds are subject to the Financial Markets Conduct Act 2013 (FMCA) and oversight by the Financial Markets Authority (FMA).

Is Forest Enterprises registered with the FMA?

Forest Enterprises is registered on the FMA's Financial Service Providers Register (FSPR) under FSP37784 and holds NZBN 9429031875752. FSPR registration is a legal requirement for entities providing financial services in New Zealand and does not itself constitute an endorsement. Verify current standing at the FSP register before investing.

How long has Forest Enterprises been operating?

Forest Enterprises was established in 1972 and has a 53-year track record. Past performance and operational history are not reliable indicators of future returns — review the fund's Information Memorandum and audited financial statements before investing.

What funds does Forest Enterprises manage?

Forest Enterprises currently lists 1 fund on Wholesale Investor NZ. 1 fund is flagged as Active Investor Plus (AIP) visa eligible per NZTE's Acceptable Managed Funds criteria.

What is the minimum investment in Forest Enterprises's funds?

Minimum investments across Forest Enterprises's currently listed offers range from NZ$14K. Minimums are set per offer and may change for new vintages — confirm the current minimum in the offer's Information Memorandum. Wholesale-only offers also require self-certification under FMCA Schedule 1 before subscription.

Are Forest Enterprises's funds eligible for the Active Investor Plus (AIP) visa?

Forest Enterprises is flagged as AIP-approved on Wholesale Investor NZ, with 1 fund carrying the NZTE-pre-approved AIP eligibility marker. AIP visa applicants must invest at least NZ$5 million in Growth Category investments held for 36 months (or NZ$10 million Balanced held for 60 months) per Immigration New Zealand's current rules. Eligibility determination sits with NZTE + Immigration NZ — confirm against the live NZTE Acceptable Managed Funds list before relying on this classification.

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Information only — not financial advice. Wholesale Investor NZ is an independent directory and is not affiliated with Forest Enterprises. Any paid or partner arrangement is clearly labelled; this listing is not marked as a partner. Verify all details with the manager and read the offer documents before investing.