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 and Michael Ogg Placed in the Prestigious Barron’s Top 100 Financial Advisers List
The top 100 financial advisers in the country were announced last week, compiled by US publication Barron’s in collaboration with The Australian. We are delighted
It is still the time to be diversified and defensive
Watch Grant Patterson’s latest interview from Friday 26th June 2020 on Ausbiz, to hear his latest stance on these extraordinary times.
True Bearing June 2020
The latest issue of Providence’s Quarterly Publication “True Bearing” includes the Global Outlook and Strategy for Quarter 2, and the Activity Report for January – May
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.