Bespoke investment strategies
that honour the legacy you aim to create
Understand the purpose, create the legacy, gain peace of mind
What We Do
Over two decades ago, the principals of Providence Wealth Advisory Group founded one of Australia’s first, truly independent investment advisory groups for high-net-worth individuals and not for profit organisations. It was, and remains, based on one fundamental principle:
To provide advice that is aligned only to a client’s 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.
Our Difference
Independence
Relationships
Team Approach
We operate as a collaborative team which ensures clients benefit from our collective experience. Not only does this provide superior outcomes for our clients but also a working environment that helps us attract and retain quality staff. Meet our team.
Performance
With over two decade’s experience and a proven track record of generating consistent long-term investment returns across various financial cycles, we now hold over $1.2 billion under advice.
