Planning and Modelling
Ensure that you can have a comfortable retirement. Our modelling will give you good information about the financial position you are likely to be in, in your retirement. Our modelling takes account of many circumstances, is flexible, and realistic. For clients, we regularly update this to take account of market conditions.
Asset Class Investing
Robust investment strategies for you and your loved ones.
We strongly support the philosphies of Fama French (Nobel Laureate Eugene Fama and researcher Ken French, former professors at the University of Chicago Booth School of Business). This purports that markets are efficient and all known information is factored into stock prices. This is known as the ‘efficient market theory’. As such we support an approach to investing which provides broad coverage and is based on long term hold of investment. We do not support active funds management.
Assured income for the rest of your life.
Looking for certainty of income in future years – for your lifetime? This may be to pay regular overheads, such as rates and insurance, and can be put in place.
KiwiSaver - Retirement Planning
Great strategies for you and your family. We establish KiwSaver investments for you and your family members, which support efficient market principles.
“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 StylesFormer Lower Hutt City Councillor - Past Chairman, Hutt Mana Charitable Trust.
“No Bridgecorp, no Strategic,Jane and PeterFamily Trust Clients, Wellington
no Hanover… thank goodness!
Thank you Joy!!”
I am very pleased to inform you that you have been awarded the Financial Advice NZ Trusted Adviser mark. Alongside our pinnacle marks this new designation shows the public that your high level of qualification, experience and ethics has been recognised by a professional body.
The public launch of the Trusted Adviser mark is scheduled for February 2021 to coincide with the new financial advice regime start on March 15. However you are welcome to use the mark now. I invite you to download the image files and the guidelines using the link below. We have updated your records on our system to show you have been awarded the Trusted Adviser mark and this, alongside your pinnacle mark, will be noted on your public profile page on the Financial Advice NZ website.Katrina ShanksFinancial Advice NZ
Congratulations again on being awarded the Trusted Adviser mark.”