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
Uncomfortable Investor – Global Outlook & Strategy Q1 2021
“If there is one common theme to the vast range of the world’s financial crises, it is that excessive debt accumulation, whether by the government,
Grant Patterson’s Latest Ausbiz Interview
Watch Grant Patterson’s latest interview from Monday 25th January on Ausbiz, where he discusses the key market risks to watch out for in 2021.
Understanding the Risks – Mayfair in the AFR
This article highlights the importance of doing your due diligence. We previously voiced our concerns regarding Mayfair believing that many “sophisticated” investors did not understand
Make an Appointment
Register your interest today
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.