Inspiring your Enjoy Factor moments
We understand that your financial security allows you to spend more time doing what you enjoy and not worrying about your finances.
We work with you to provide comprehensive solutions, ongoing support and peace of mind knowing you have the right insurance.
We work in partnership with you, as the business owner, your staff and key stakeholders allowing you to work on and not in your business.
Getting to know your goals and plans is our first step, so that our advice will empower you to make your borrowing decisions with confidence.
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
Our team is a well-balanced group of professionals with a wealth of experience mixed with a young dynamic team who all believe in the importance of delivering our vision to our clients. To achieve a high degree of significance we need to deeply understand you and your objectives (PLAN), present tailored solutions in a consistent and engaged manner (HELP), review and adjust as your lives and plans change (ACHIEVE).
A TTR pension could allow you to withdraw up to 10% of your super savings each financial year whether you’re still working full-time, part-time or casually.
But our attitude to risk and where we're at in life can affect how we approach investing. We may want to play it safe, take on more risk for potential reward, sit in the middle, or perhaps mix it ...