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.
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
Too big and too indebted to fail – Global Outlook & Strategy Q3 2021
We are in the hands of the central banks. What could possibly go wrong? Financial assets are now such a large part of the global
Providence is now certified carbon neutral by Climate Active!
We did it! Providence is now certified carbon neutral by Climate Active! This is consistent with our commitment to clients to ensure a secure future
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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.