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.
Independence
For 20 years, our advice has remained unbiased and our investment decisions made purely in the best interest of the client.
Performance
With two decade’s experience and a proven track record across various financial cycles, we now hold over $1billion under advice.
Relationships
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
Grant Patterson in the Australian Financial Review
The recent volatility is simply stunning. A level head is needed to navigate through these uncertain times in markets. Our thoughts were published in the
Higher Volatility on the Horizon
By Will Porter, Associate Director, Providence Independent Investment Advisory First published on Livewiremarkets.com In our December Quarterly Outlook Statement, I published the below article highlighting
Global Outlook and Strategy 1st Quarter 2020 “The Most Diversified in 20 Years”
KEY POINTS Global asset valuations are stretched on all measures Global recession fears have subsided There are some signs of stress in the operation of
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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.