Services

Prosperity Partners has a 30-year track record of delivering solid & dependable returns providing:

RETIREMENT PLANNING

With a bit of luck, you’ll have many years of retirement ahead of you. As those years approach there’s much to consider – It’s a time of change, time to reconfigure how and where you live, with two overriding considerations – finances & health. For most people, retirement means a significantly reduced income, meaning assets and investments need to be carefully managed and protected. We’ll map out how best to transition and have the most enjoyable and comfortable retirement possible, taking into consideration your property, family and options… but most importantly having fun and ticking off your wish list!

INVESTMENT STRATEGY

Our aim is to outperform banks, managed funds and other financial planners. We do so by acting quickly, favouring shares and picking winners – this takes research, input from financial specialists and a keen ‘nose’ for the marketplace, which we’ve gained from over 30 years of experience. Different clients have different circumstances and therefore different appetites for risk. During one’s lifetime, that appetite will change from emphasis on capital growth of the investments, shifting to lower-risk investments that produce an income upon retirement. We actively manage and adjust your portfolio as your circumstances change.

INVESTMENT PLANNING & MANAGEMENT

When we create Investment Plans, we craft them to meet each client’s unique requirements. Once agreed and implemented, it becomes your Investment portfolio. That portfolio is then regularly reviewed as your circumstances change, or when the market presents better investment opportunities. We have no affiliations, incentives or interests that influence investment recommendations. Our only motivation is to make those investments that are in our client’s best interests, researching and selecting from New Zealand and Australian shares, International Managed Funds and Fixed Interest.

SAFETY OF CAPITAL AND REPORTING

Prosperity Partners clients have their funds administered by the custodian service called MMC Wealth Administration. (owned by the ASB Bank until late 2019 when MMC purchased). MMC have provided outsourced administration services to New Zealand based investment managers and investment product providers since 2004 and have funds under administration in excess of $62bn. This service holds funds on your behalf and ensures all transactions are recorded and handled with integrity. MMC provides access to on-line reporting of your investments and returns. In addition, we provide reporting monthly, quarterly or half-yearly. Prosperity Partners Trust and Trish Lynds are authorised by the Financial Markets Authority (FMA).