Bespoke investment strategies
that honour the legacy you aim to create
Understand the purpose, create the legacy, gain peace of mind
What We Do
Over two decades ago, the principals of Providence Wealth Advisory Group set out to redefine investment advice for high-net-worth individuals and not-for-profit organisations. They built one of Australia’s most highly respected firms that 25 years on, remains based on one fundamental principle:
To provide advice that is aligned only to our client’s best interests. As it should be.
This unwavering commitment to you is why Providence has remained boutique. You have our guarantee that the only fee we will ever receive is the fee for advice that we agree with you – no hidden fees, no institutional conflicts, and no commissions or referral payments.
Our Difference
Boutique
We have purposely remained boutique to better meet our client needs. Clients enjoy unparalleled levels of service, a partnership approach to managing their investments and direct access to all senior executives and investment staff.
Relationships
Team Approach
We operate as a collaborative team which ensures clients benefit from our collective experience. Not only does this provide superior outcomes for our clients but also a working environment that helps us attract and retain quality staff. Meet our team.
Performance
With over two decade’s experience and a proven track record of generating consistent long-term investment returns across various financial cycles, we now hold over $1.8 billion under advice.
