About Me

Joy Durrant

(MBA, DipPFinPlan, PGDPM, AFA, CFP, MinstD)

Joy Durrant is an Accredited Investment Fiduciary™.

In simple terms this means she has undergone specialised training focused on helping trustees and individuals follow careful A Z steps in their development of investment plans, assessment and selection of providers and monitoring of results. That A Z map is objective, it can be used by small and large investors alike, and allows individuals to determine whether something being recommended is in the best interests of themselves, their trust or their community.

Joy holds a Masters in Business Administration, a Diploma in Personal Financial Planning, a Diploma in Personnel Management, and is a Certified Financial PlannerCM. She has for many years been a fee based financial adviser. A client is clearly informed in advance about the ‘fee and cost’ components of a recommended investment strategy. Costs are often the hardest things to uncover and ruin many investment strategies.

Joy has been an adviser since 1995. Clients range across the whole spectrum from Kiwi-Savers; family trusts building up wealth for retirement; retired persons drawing on their investment funds; through to community trusts looking to boost and broaden their other investment strategies. She has a particular passion in helping charitable trusts get good outcomes for their communities.

Investments recommended must meet one primary requirement – they must be evidence based and it must be possible to accurately gauge the risk and reward associated with them. Track record and/or reputation alone is not good enough.

A confidential no obligation discussion is available at no cost. A Disclosure Statement is available also at no cost.

Email: info@prosperity.co.nz
or phone: (021) 620-557 (or 0800-776-773)

We offer a wide array of financial services aimed at simplifying your life

Planning & Modelling

Ensure that you can have a comfortable retirement with confidence.

Asset Class Investing

Robust investment strategies for you and your loved ones.

Lifetime Income

Assured income for the rest of your life.

KiwiSaver – Retirement Planning

Great strategies for you and your family.

We would like to thank you and the Financial Prosperity Partners team for the professional way you have managed our life savings during this difficult year. Although we did lose a little of the interest gained during previous years, we never got to a stage of losing any of our original investment (unlike some of our friends who invested elsewhere). We are so pleased we did not panic and withdraw from this fund, as we are now seeing positive signs of growth. We have appreciated the reassuring letters, phone calls and meetings during this year. Thank you.

Annette and Errol FrewenQueenstown

The trustees are pleased that the Trust portfolio established by Joy Durrant, AIF® meets all international fiduciary standards of excellence in its structure and reporting. We are also delighted with the results achieved and expect our commitment to structured asset class investing to be long term, which will deliver enormous benefits to our communities.

Roger StylesLower Hutt City Councillor - Past Chairman, Hutt Mana Charitable Trust.

No Bridgecorp, no Strategic,
no Hanover… thank goodness!
Thank you Joy!!

Jane and PeterFamily Trust Clients, Wellington

Talk to Joy Durrant today.