A trusted partner to help you protect and grow your wealth.
You want to be confident that your financial future, and your family’s is secure, but you don’t necessarily have the time, desire or expertise to manage your investment assets single-handedly.
Providence was established in 2000 as an independently owned and operated investment advisory licensed through ASIC. With a proven track record, over varied financial cycles, we are now trusted by our clients with 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
Developing a Tailored Strategy
We are fully aware that your aspirations and needs are highly individual and complex and won’t be met by formulaic solutions. That’s why we take the time to fully understand your particular situation. Before we recommend any investment strategies – which range from broad asset allocations through to individual security selection – we conduct an in-depth analysis.
Understanding You and the Purpose of Your Wealth
Through our discussions 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 seek to understand your life goals, the relevant family dynamics and any existing financial structures. If you are currently transitioning to retirement, or planning to, we offer support through the Rethink Retirement Program provided by an experienced retirement coach.
We are deeply committed to building long-term relationships with our client and we know we can only achieve this by providing both the performance you expect and the proactive, professional service you deserve.
A Committed Team
You will be looked after by our committed team of relationship managers and industry experts, supported by a dedicated administration team, all working together to achieve the best possible performance for you. We will also cooperate fully with your accountant, taxation specialist and other advisors as necessary.
For a confidential discussion on how Providence can help you or your family, please call (02) 9239 9333.