How you Benefit

Personalised and focussed support

Through careful analysis of your current situation, your goals and objectives, Provident focuses on tailoring strategies that ensure your financial plan is right for you.
 
In addition regular reviews ensure that strategies and advice continue to evolve as your needs and lifestyle change.

A holistic outcome

Our highly qualified team of Advisors can provide assistance on all personal financial issues, creating a holistic approach to your planning. Our services include;

• Financial management from basic budgeting to complex portfolios.
• Investment strategies, including recommending investment categories and specific products.
• Superannuation strategies to help you accumulate enough money to enjoy a retirement lifestyle you’d like and strategies to help you optimise taxation benefits available to you.
• Retirement planning for people who are retiring soon or many years from now – the sooner you plan the better.
• How to use a redundancy payout most effectively, including how to make it last as long as possible.
• Insurance to make sure you adequately protect what you’ve achieved so far.
• Provision of specialist advice for your business needs
• Advice on setting up a self managed super fund.

Keeping you informed

We aim to keep you in touch with the issues that could affect your personal financial situation. Our services are complemented by an award winning communications programme to keep you at the forefront of legislative and market changes.

Our ongoing services include;

Personal reviews
Seminars / Information sessions
Prosperity Newsletter
Economic and market updates
Client valuation reports (upon request)

Any advice contained in this document is of a general nature only and does not constitute personal financial product advice. In preparing the advice no account was taken of the objectives, financial situation or needs of any particular person. Therefore, before making any decision, readers should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.