Starting a wealth creation strategy, setting up a Self Managed Super Fund, getting ready for retirement or facing aged care decisions, at Provident Financial Services our first priority is to understanding you. Before we provide any financial recommendations, we spend the time to fully understand your objectives, attitude to risk, expected investment time frames and most importantly your Enjoy Factor. This focus makes every client partnership at Provident a unique one.
We have access to an extensive recommended product and service list ensuring that our advice is tailored to your individual goals and objectives. As your needs evolve, it is important that the advice adapts accordingly and hence we have a strong ethos towards ongoing client relationships dedicated to open communication, trust and delivery. We understand that your financial security allows you to spend more time doing what you enjoy
To enhance your financial security and peace of mind, we provide our clients with focused information on the dynamic market place through presentations, electronic updates and newsletters. We believe our knowledge should be your knowledge. We endeavour to pass on new trends, opportunities, ideas and their impact on your finances, so that you can make informed decisions about your financial future.
Whilst the diagnosis was devastating, the TPD payout enabled him to retire immediately and enjoy the time he has left as much as he can. - Case Study
Provident made what was a stressful time far easier and provided us with an excellent long term solution that will see mum and the family catered for over the coming years. - Joanne Burridge (on behalf of my mother and my sisters)
At a time in my life when I was overwhelmed with grief, the one thing I did not have to worry about was my financial situation. - Karen Molin
We are very happy with Provident; we are in a stronger financial position now than when I retired more than 10 years ago. - John Yates
Provident has gone a long way in the relationship where we now feel part of the Provident family. - Jack & Marjorie Wragg
They have given us the support and planning needed to secure our financial future as we make our way to retirement. - Des & Maggie Rath
They have guided me from having very little superannuation to being very comfortable in my retirement. - Jan Melville
Provident has helped us by allowing us to put our minds on what we enjoy doing and being free of the worry of having to take care of our finances. - Brian & Jeannette Gillingham
The team at Provident provide us with professional and hassle-free service as they help us to manage our portfolio. - Roy & Alma Robinson