Financial Prosperity Limited
Financial Prosperity Limited, based in Wellington, provides expert financial and investment advice, including planning, asset class investing, lifetime income and KiwiSaver retirement planning for individuals and families.
WHO WE ARE:
- Our team is led by Joy Durrant, an Accredited Investment Fiduciary, with specialised training in investment plans and fiduciary standards.
- We are committed to evidence-based investment principles, ensuring our clients’ investments are safe, sound and secure.
- Our approach is objective, unbiased and focused on the best interests of our clients, with a wide range of services tailored to their needs.
WHAT WE DO:
- We offer planning and modelling services to ensure our clients have a comfortable retirement with confidence.
- Our asset class investing strategies are robust and designed to provide long-term growth and security for our clients and their loved ones.
- We provide lifetime income solutions, as well as KiwiSaver retirement planning, to help our clients achieve their financial goals.
WHY CHOOSE US:
- We provide un-biased guidance, planning and advice, always putting our clients’ interests first.
- Our investments are safe, with very wide diversification and a focus on evidence-based principles.
- We have a proven track record of delivering results, with many satisfied clients who have benefited from our expertise.
FAQ
1. What is asset class investing and how can it benefit me?
Asset class investing is a robust investment strategy that involves investing in a wide range of assets, providing long-term growth and security for our clients and their loved ones.
2. How can I ensure a comfortable retirement with confidence?
Our planning and modelling services can help you achieve a comfortable retirement, with a focus on evidence-based investment principles and a commitment to your best interests.
3. What is KiwiSaver retirement planning and how can it help me?
KiwiSaver retirement planning is a service we offer to help our clients achieve their retirement goals, with a focus on providing great strategies for individuals and families.