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Providence is a well respected investment advisory group committed to the financial wellbeing of our clients.

We provide independent, expert advice, comprehensive wealth management and investment strategies to high net worth individuals, families and non-profit organisations.

Our high quality investment advice is supported by in-depth research, extensive market knowledge and one of the most experienced investment committees in Australia.

  • We strongly believes there is a conflict between providing investment advice and creating financial products in which we may have a pecuniary interest. Because we don’t manufacture any products, you can be sure the advice we give you is always honest, professional, and unbiased.
  • We are deeply committed to building long-term relationships with our clients. We know that we can only achieve this by providing both the performance you expect, and the proactive, professional service you deserve.
  • We ensure a high level of personal service, constantly monitoring investment performance and the economic environment in order to anticipate any developments.
  • We keep clients informed on changes to their portfolios and investment views with monthly updates and detailed quarterly reports.
  • We have a completely transparent fee structure based on assets under management and all commissions are rebated back to the client in full.

Providence has been successfully helping clients to grow their wealth since 2000 and would welcome the opportunity to discuss how we may assist you and your family too.

To learn more, please call (02) 9239 9333 or (03) 8793 8383 or email info@providencewealth.com.au

Services provided:

  • Investment management and advice
  • Financial structuring
  • Tactical asset allocation recommendations
  • Risk management and insurance advisory
  • Fund manager selection
  • Direct investments
  • Family/board investment education
  • Portfolio administration

Read more about Our Team, the Investment Committee, or view Our Results.

Global Outlook and Strategy

At Providence we are vigilant and watch developments within investment markets keenly to identify opportunities for our clients. Here is an example of our analysis which we undertake each quarter. Read the Global Outlook and Strategy 4th Quarter 2018, or watch the overview below.

© 2013 Providence Wealth