What We Do
Independent Investment Advice for High Net Worth Individuals, Families and Non-Profit Organisations.
Almost 20 years ago, the principals of Providence Independent Investment Advisory founded one of Australia’s first independent investment advisory groups. It was, and remains, based on one fundamental principle:
To provide advice that’s aligned only to a clients’ best interests. As it should be.
This founding principle is the reason Providence has no commissions, no institutional ownership, no in-house products, and no conflicts.
For 20 years, our advice has remained unbiased and our investment decisions made purely in the best interest of the client.
With two decade’s experience and a proven track record across various financial cycles, we now hold over $1billion under advice.
We are committed to building long-term, trusted partnerships with our clients.
Structured for Quality
We operate as a high-performance collaborative team, which ensures clients benefit from our collective experience and advice.
Our Latest Publications
Providence is proud to support Australia’s first industry-wide charity trading day on November 26 with a $20,000 donation to mark it’s 20 year anniversary. This
Providence Marks 20 Year Milestone with Key Board Appointment We are pleased to announce that Greg Paramor, AO has been appointed as a Non-Executive Director
As we navigate through our 20th year as stewards of our clients’ capital, in this Global Outlook & Strategy, we reflect on the lessons learnt.
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Our high quality investment advice is supported by in-depth research, extensive market knowledge and one of the most experienced investment committees in Australia. Contact us today.