Our advice

Our diverse range of specialists means that we can integrate all your financial needs in the one place. This gives you a holistic, strategic and dynamic direction for your financial future.

We choose to hold our licence through AMP Financial Planning Pty Limited and therefore benefit from the support of one of Australia's largest financial services organisations.

Payment for Advice

Our costs and fees, outlined in our Financial Services and Credit Guide, are discussed with you prior to undertaking the advice process. This ensures that you are always fully aware of any fees or commissions in advance.

Statement of Advice Preparation Fee

Before commencement, we will forward to you a document that summarises our understanding of your goals and objectives, your current situation and the appropriate cost for the preparation of your Statement of Advice (a financial plan that states our recommendations).

Placement Fee

If you agree to proceed with the recommendations within your Statement of Advice, a placement fee (should investments or insurance be recommended) will be charged. This is clearly found within the Statement of Advice document and your Financial Planner will discuss this fee with you.

 

Enjoy factor moments

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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. -

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Our Enjoy Factor is spending time in retirement with the grand-kids and having fantastic holiday adventures. - Jim & Connie Medew

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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

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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

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We are very satisfied with the service provided by Polly & Provident and can’t recommend them enough. - Matt & Pip McMullen

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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

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Thanks Polly and Greg – you remove plenty of worry from my life! - Richard Murrell

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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

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