Reviews
Hear from some of Prosperity Partners clients about their experiences.
“I have known Trish Lynds for 20 years. Trish sorted me out after my divorce with investments and advice. Trish is quite hard-nosed at times, but funny with it. I really appreciated Trish’s care and have been delighted with my returns over the past two decades. Trish in this time has become a personal friend.”
Carol-Ann
Our Client
“We trust her. We like her. We have confidence in her ability and that of her team to manage our funds. We find her and Katie very approachable, easy to talk to and quick to solve our requests.
Trish is intelligent, attractive and always smartly dressed. We now consider Trish a special friend.”
Barry and Verna
Our Client
“I invested with Prosperity Partners after a recommendation from a friend. I can not fault them. My portfolio has gone from strength to strength under their management. They keep in touch regularly, keeping me very well informed and you get the feeling that they definitely have a personal investment in your portfolio.”
Jackie
Our Client
“Prosperity Partners provides intelligent and pragmatic investment advice based on excellent research and incisive analysis. Delivered in a forthright, personable and sympathetic manner.”
Christopher
Our Client
“I have had a relationship with Prosperity Partners for approximately 10 years. Trish encourages me to take an active interest in my investments fund. We have regular review meetings and she has produced good results.”
David
Our Client
“My mother was a client of Prosperity Partners for many years and I always appreciated not only the professional guidance they offered mum, but also the personal approach of Trish Lynds that became a long-time friendship. It was a no brainer to have Trish be my financial advisor when I was in a position to invest. For 5 years Prosperity Partners have looked after my investments, and more, in an efficient, professional and effective way. Over the years I have known Trish she has also become a friend to me and I value her advice and expertise.”
Fiona
Our Client
“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
Our Client
“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
Our Client
“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
Our Client
“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
Our Client
“My family have been clients of Prosperity Partners Trust for thirty years. I appreciate my parents’ wisdom in being advised and guided by Trish Lynds. I have learned about investments, enjoying the quarterly reports and annual reviews. Trish’s forward planning and wise forethought have given me confidence and peace of mind. The annual seminars are educational and it has been very empowering to understand the share market and what’s happening on the world stage. Retirement planning has ensured that I will be comfortable in my older age. There has never been high risk but Trish’s expertise and experience have brought profits that have enhanced my life and my ability to support my family. I have been encouraged to spend in early retirement with an understanding that this is the time to live life to the full, secure in the knowledge that the future is managed. Similarly, Prosperity Partners Trust have advised on careful consideration and planning so that family honour their inheritance and learn the wisdom of life management. I trust Prosperity Partners and I am grateful that the quality of my life has been significantly enhanced”
Christine
Our Client