Trusted Advisor – Financial Advice New Zealand

  • Provides a way to differentiate in the market at a time when the designations RFA and AFA are disappearing.
  • Shows competence, professionalism and ethical focus.
  • Gives added credibility.
  • Visually shows connection to a Professional Body.
  • The mark supports increased trust between provider and the public.

 

Financial Advice Disclosure for Financial Prosperity Limited – April 2021.  Download Here

We offer a wide array of financial services aimed at simplifying your life

Planning & Modelling

Ensure that you can have a comfortable retirement with confidence.

Asset Class Investing

Robust investment strategies for you and your loved ones.

Lifetime Income

Assured income for the rest of your life.

KiwiSaver – Retirement Planning

Great strategies for you and your family.

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,
no Hanover… thank goodness!
Thank you Joy!!

Jane and PeterFamily Trust Clients, Wellington

Dear 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.
Congratulations again on being awarded the Trusted Adviser mark.

Katrina ShanksFinancial Advice NZ

Talk to Joy Durrant today.