When providing you with sound strategic advice we take on a holistic role when it comes to managing your assets. Providing strategies that understand you, the client first, we focus on building various portfolios to suit your risk portfolio.
We regularly review your portfolio so it remains contemporary and adaptable to grow as your lifestyle does.
To do this we have a dedicated in house research team with investment analysis and stockbroking backgrounds, who actively review global economic positions to seek opportunities.
The Provident research team also engages an independent research house to help us build an investment portfolio (model portfolio) as unique as our clients. We believe in transparency so that you see the long term results through quality and secure management of your investments through our model portfolio to achieve an overall capital growth.
To find out more information please contact one of our advisers today.
Our vision PLAN. HELP. ACHIEVE. is a series of stepping stones designed to help you explore what it means to enjoy life with financial security. Let us help you discover what your Enjoy Factor is. -
Our Enjoy Factor is spending time in retirement with the grand-kids and having fantastic holiday adventures. - Jim & Connie Medew
My Enjoy Factor is volunteering for the Nakuru Hope Gabriel Learning Centre in Kenya. I get the ‘joy’ in my enjoy factor, from the smiling faces of those I am privileged to be able to help; those who so desperately need it. - Gayle Greenwood
Thanks to careful planning by our wonderful team at Provident, we have been able to travel around America and the United Kingdom enjoying the beginning of our retirement visiting family and friends. - Gerri Garland & Steph Mutch
We are very satisfied with the service provided by Polly & Provident and can’t recommend them enough. - Matt & Pip McMullen
Paul, Greg and the team at Provident have become more than just financial advisers to us over the years and are as much friends as they are advisers. - John & Vicki Evans
Thanks Polly and Greg – you remove plenty of worry from my life! - Richard Murrell
Provident, Paul Carter and Greg Neill have done an excellent job organizing our financial affairs such that we can draw funds as needed to enjoy these fabulous overseas holidays. - Bob & Bev Berven