Ongoing Services

As a client of Provident you are entitled to a range of informative benefits that give you a leading financial edge. Your knowledge of legislative and market changes will allow you to make informed decisions about your financial future.

The major components of Provident’s service packages are:

Ongoing reviews

These form the basis for the ongoing success of your financial plan. At your review, we will track the progress of your plan and make recommendations based on your current circumstance, investment markets, opportunities or legislative changes. In addition, your situation will change over time and it’s important that your financial plan corresponds to these changes.

Presentations

We are regularly holding presentations on topical issues, or popular areas of interest. We focus on being at the forefront of new trends, opportunities and ideas. Our presentations allow us to pass these onto our clients in a structured, yet informal way.

Electronic monthly updates

For clients in certain service packages, monthly economic reports keep you abreast of the factors impacting your investments. 

Website access

Our client-only area provides up-to-date information and assistance plus a library of technical research and online seminar presentations.

Newsletter

Our newsletter, “Prosperity”, is an invaluable source of current information. We present you with articles of topical concern, together with details of up and coming events at Provident.

Information updates (email)

After major economic, political or world events, we will provide an informative analysis, explanation or description. These emails will focus on keeping you informed and aware of how your financial situation may be affected.

Investment Valuation reports (anytime)

We provide valuation reports of your investment portfolio within the day, upon your request.