Celebrating 20 Years
With 20-years’ experience and a proven track record across various financial cycles, Providence now holds over $1 billion under advice.
Click Here
Independence
Providence's advice is aligned only to clients’ best interests. As it should be.
Click Here
Experience at the Helm
Particularly during unstable or challenging times, the team at Providence is the one to trust with your wealth.
Click Here
High Net Worth Individuals & Families
The confidence that you and your family’s financial future is secure when you don’t have the time, desire or expertise to manage your own investment assets.
Click Here
Not-for-Profit Organisations
Protect and preserve your corpus in real dollars whilst achieving returns.
Click Here
Previous
Next

What We Do

Independent Investment Advice for High Net Worth Individuals, Families and Non-Profit Organisations.

See how we can help you

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.

ESG Considerations

Providence Independent Investment Advisory acknowledges that in recent years there has been a growing preference for accountability outside the realms of financial performance. Individual and institutional investors have grown wise to a global focus on sustainability; they are looking for disclosure of and action on environmental, social and governance (ESG) risk.  We are committed to incorporating ESG considerations into investment analysis and decision-making processes.  Click here to read the full policy statement.

Our Latest Publications

Jonathan Shapiro Webinar

In lieu of our client quarterly lunch we invited Jonathan Shapiro to be our guest speaker at a webinar to discuss his new book “Buy

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.

Contact us today