For Not-for-Profit Organisations

Protect and preserve your corpus in real dollars whilst achieving returns.

How Providence can help your not-for-profit organisation:

  • Investment management and advice
  • Direct equity investment
  • Asset allocation
  • Fund manager selection
  • Quarterly reporting to the investment committee
  • Investment policy adherence
  • Ad hoc reporting and meetings

Reporting

Providence provides quarterly reports that include portfolio valuation, asset allocations, transaction reports, investment performance and our Global Outlook and Strategy.  At your request, we can report more often and can present at board meetings and AGMs.

Relationship

To maintain a high standard of personalised advice, we provide a high advisor-to-client ratio. We also recognise the continuity of our team reflects the standards of our service and we pride ourselves on our exceptional team who share the same ethical standards as our clients.

Technology

We use leading-edge technology to support our comprehensive administration service. As a client, you’ll receive online access to a consolidated view of your portfolio, updated daily.

Networking

We also conduct regular investment education events, where a financial expert is invited to discuss a topical issue. This is a fantastic opportunity to network with our client base and wider contacts.

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.