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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.

Providence:

  • 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.
  • Is 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.
  • Ensures a high level of personal service, constantly monitoring investment performance and the economic environment in order to anticipate any developments.
  • Keeps clients informed on changes to their portfolios and investment views with monthly updates and detailed quarterly reports.
  • Has 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 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
© 2013 Providence Wealth