PROTECT, NURTURE & GROW
YOUR WEALTH
How important is your wealth to you?
Delivering Solid and Dependable Returns
NURTURE
Investing for your retirement is a long term process which requires careful and deliberate planning as well as patience and a willingness to ignore the short-term ebbs and flows of the market. Like anything which takes time, your retirement investment programme needs to be developed and nurtured over many years.
The earlier you start setting aside capital, the easier it gets. We work with you to build a plan which motivates you to succeed.
PROTECT
Managing and mitigating portfolio risk
One of our primary goals is to protect the long term value of your investments. The key here is long-term value. We don’t profess to be able to predict the daily, weekly or monthly ebbs and flows of the markets – they are far too changeable – that’s not what investing is about….we take a long term view and actively manage your portfolio accordingly – everything we do is designed to protect your investments over the long term.
GROW
Ultimately, the goal of any investment programme is to grow your wealth.
This is a role that Trish and her team take very seriously. Working with the team and taking input from a diverse range of expertise, Trish aims to ensure that the underlying investments in your portfolio combine to generate income and capital growth. Actively managing your portfolio to mitigate portfolio risk and enhance portfolio value over the long term.
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We'd Love to Help You Grow Your Wealth.
What we do
Investment Planning and Management
Retirement Planning
Investment Strategy
Safety of Capital and Reporting
Our Philosophy
Our purpose is to assist our clients with their Financial Wellbeing. We help grow our client’s wealth through providing professional financial advice and services.
About Us >
Updates from Trish
Hear from Trish and some of Prosperity partners client about investments, current market and why join Prosperity partners
Testimonials
“Trish, through Prosperity Partners, has managed funds for me for a number of years. During that time I have had complete faith in her ability to make the best decisions that has enabled the fund to grow. I appreciate her warm personal approach and friendship”
— ANNETTE
“Prosperity Partners are great to deal with, they keep us well informed and we get the feeling that Trish and the team treat our portfolio as their own”
— SCOTT AND CATHERINE
“Trish takes time to get to know her clients, to understand their needs with respect to factors such as; return on investment, allowable risk and cash requirements. Trish and her team are constantly reviewing the portfolio relevance to the market and recommending changes as necessary. We are pleased with the results”
— LLOYD
“I have recently been introduced to Trish by a long standing client of hers. I have had investments in managed funds for the last 5 years and have been very disappointed with the returns. I have met with Trish this year and was very impressed with her professional service but still informal. She explained very clearly how the process works and the fees involved. I receive regular updates and market comments from Trish too. I am looking forward to working with Trish going forward”
— PAUL
I was introduced to Trish16 years ago as I needed my portfolio managed in a professional manner. I am pleased to say that Prosperity Partners has given me peace of mind and taken the stress off my shoulders. Trish has enabled me to travel and enjoy life, and in the process we have become good friends. I have no hesitation in recommending Prosperity Partners to those who need assistance with investments.
—Liz
My husband and I have known Trish and Katie for 18 months. They provide very professional advice with a personal touch and high levels of communication for our portfolio. As Trish says they are "stock pickers" to achieve portfolio growth and resilience not just portfolio managers who follow the market index. At times we have hard discussions and different views, but they are easily resolved, and we appreciate someone who can challenge ideas and logically explain their reasoning. We are very happy with the composition and performance of our portfolio which results from the combination of information, research and discussion that Prosperity Partners provides.
—Hew and Barbara