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
Our Current Views and Stance
Providence recently held a webinar for clients in which we covered the current state of investment markets, our stance and views and what we are
Valuations Matter in a Black Swan Event – Global Outlook and Strategy Q2 2020
Along came Covid-19, which was the trigger/black swan for the adjustment of valuations, not the cause in our view. If valuations were reasonable, equity markets
Wait for the results of the dislocation – Grant Patterson on Ausbiz
Watch this interview with Grant Patterson on Ausbiz from Monday 4th of May 2020, to understand why he thinks the market could still retest its
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.