For High Net Worth Individuals & Families

A trusted partner to help you protect and grow your wealth.

As a high net worth individual, you want the confidence that you and your family’s financial future is secure. However, you may not have the time, desire or expertise to manage your investment assets.

As an independently owned and operated investment advisory firm, Providence has 20 years’ experience working with high net worth individuals and their families.  With a proven track record across various financial cycles, we now hold over $1 billion under advice.

How Providence can help you:

  • Investment management and advice
  • Financial structuring
  • Asset allocation
  • Risk management
  • Fund manager selection
  • Direct investments
  • Family education
  • Non-financial retirement planning
  • Testamentary planning
  • Philanthropic foundation
  • Administration

Developing a Tailored Strategy

At Providence, we know your aspirations and needs are unique and complex, so we won’t offer a formulaic solution. Instead, we’ll take the time to fully understand your individual situation.

Before we recommend any investment strategies – which range from broad asset allocations through to individual security selection – we conduct an in-depth analysis, to ensure we develop a plan that’s right for you.

Understanding You and the Purpose of Your Wealth

Through this analysis, we will come to know the purpose of your wealth and your priorities, whether they are income, security, aspiration, testamentary, philanthropy or simply fun. We’ll seek to understand your life goals, relevant family dynamics and any existing financial structures. If you are transitioning into retirement, or planning to, we can support you through our Rethink Retirement Program.

Relationships

We are committed to building long-term, trusted partnerships with our clients. We know this can only be achieved by providing both the performance you expect and the proactive, professional service you deserve.

A Committed Team

Our committed team of relationship managers and industry experts, supported by a dedicated administration team, will work together to achieve the best possible result for you. We will also work with your accountant, taxation specialist and other advisors, as required.

For Your Families

As part of our commitment to our clients, we facilitate a variety of family conferences covering areas that include:

  •  Financial education
  • Family succession planning
  • Family communication
  • Individual’s strengths and struggles
  • Life purpose and vision
  • Retirement coaching

Feedback from Family Conferences participants:

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.