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
Understanding the Risks – Mayfair in the AFR
This article highlights the importance of doing your due diligence. We previously voiced our concerns regarding Mayfair believing that many “sophisticated” investors did not understand
Why We’re Bullish on Australian and Japanese Equities
In Grant Patterson’s latest interview with Ausbiz, he discusses inflation expectations, Australian and Japanese equities, the US economy, A-REIT’s and more.
Providence Proudly Supports ASX Refinitiv Charity Trading Day with $20,000 for 20 Years
Providence is proud to support Australia’s first industry-wide charity trading day on November 26 with a $20,000 donation to mark it’s 20 year anniversary. This
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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.