Provident - Family Package

The gift of financial independence

Put your family first

As we live longer and leave home later, many people need to support ageing parents and adult children. Can you afford both?

Money and relationships can be complicated and whilst everyone’s situation is different, you understand first hand the value and peace of mind that professional and experienced advice provides.

Only 20% of Australians currently seek out advice from a qualified Financial Planner.¹ Instead, the majority ask family or friends, who although may have their best interest at heart, are less than qualified to give experienced and professional financial advice.

The Family Package gives you the confidence of knowing your family are making the right financial decisions with our guidance and tailored advice.

According to our clients Barry & Fiona, “The key to our early retirement [AT THE AGE OF 55] was working with a Financial Adviser since our early 20s.”

Provident's family package offer allows you to

Receive discounted advice for family members, including Aged Care advice.
Assist your children (or grandchildren) with their journey to financial independence, achieving their own goals and Enjoy Factor.
Set a time frame and payment options that suits your family, see example below.²

Aged care advice

Our Family Package also provides discounted advice in relation to Aged Care for your family members. Moving into Aged Care facilities not only involves difficult and emotional decisions, but significant financial costs and planning.

We can advise and support you through the decision making process and extensive paperwork, find and negotiate with care establishments, consult with the different government departments and make estate planning recommendations.

Source:

¹ Source: https://www.ific.ca/wp-content/uploads/2013/09KPMGReport_ValuePropOfFin

AdvisoryNetworks.pdf/4566/

²This graph does not include Initial Advice fees, which can be distributed as per your family's wishes.

Enjoy factor moments

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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