Structured Products and their Appropriateness for Clients

By Grant Patterson, Managing Director In December 2013, ASIC filed a report highlighting their concern about the advice provided by 10 licensees in relation to retail structured products.  Despite their concern at the time, we note since the release of that report, there have been multiple enforceable undertakings made in relation to the appropriateness of […]

Tax Effective Charitable Gifting

There are some tax-effective options available for individuals wanting to undertake charitable gifting. This article by FS Private Wealth – The Journal of Family Office Investment –  looks at some of the options available. Your adviser will be able to recommend an approach best suited to your broader financial position and goals. When Charitable Gifting […]

Quarterly Activity Report April 2016

As part of our ongoing commitment to being a trusted partner for our clients, Providence reviews a number of products each month, searching for investment opportunities that fit our clients’ individual requirements. Being an independent company, each opportunity is assessed solely on its merits regarding risk and return.True to Providence’s promise of transparency and independent analysis, we […]