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 […]
True Bearing – Update for the Providence Network
Previous Issues: True Bearing September 2016 True Bearing May 2016
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 […]
Global Outlook & Strategy: March 2016 “Central Banks are furiously blowing but there is still no wind in the sails”.
Key Points: We expect modest global economic growth for the remainder of 2016 The potential exists for further interest rates rises in the US The Australian economy is expected to slow from current strong levels An uneasy balance exists within the Australian residential property sector Credit looks attractive as an asset class, along with Australian […]