For most of us there is no such thing as instant wealth, however you can do something now which could create secure wealth for your future. It's called financial planning and it takes commitment, time, dedication, resources and smart planning.
At Provident Financial Services, we don't just consider superannuation, we tailor our advice and strategies to your needs whether buying a house/investments, travelling or family planning. We provide you with expert knowledge, experience and support to help you create, manage and enjoy your wealth.
Only 20% of Australians currently seek out advice from a qualified financial planner1. Instead, the majority ask a family or friend who, although may have their best interests at heart are less than qualified to give sound financial advice.
KPMG/Econotech research confirmed that those who received financial advice benefited by over $2,400 more each year than those who had not received financial advice. No matter what stage of life you are at or what budget you have, we provide the expertise and professional discipline to implement and monitor your strategy to reach your goals and objectives. Our vision Plan. Help. Achieve. is designed to help you take control of your wealth now. We determine appropriate structures in which to hold assets for tax/asset protection and control purposes. We regularly review the strategy so that it continues to fit with your changing lifestyle and objectives.
We develop a strategy designed specifically for you with:
At Provident we believe it is important to plan for your financial independence. To achieve this we focus on understanding your objectives, present tailored solutions to use as stepping stones that are designed to help you explore what it means to enjoy life with financial security.
118 January 2011, KPMG "Value Proposition of Financial Advisory Networks - Update and Extension".
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