Our personalised service provides you with a single point of contact with someone who knows and understands your personal situation. At the time of claim we will liaise with your insurance provider on your behalf, managing your claim quickly and efficiently.
Our team of highly experienced Advisors are accredited to provide you with appropriate advice for your insurance needs. Our Advisers’ insurance qualifications include Certified Insurance Professional and/or “Associate of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF)” and includes accreditation in a diverse range of domestic and commercial insurances.
We offer advice on the appropriate insurance covers for your needs, as well as reviewing your existing insurance cover to ensure it is adequate. We will suggest how you could take advantage of premium discounts and arrange the most convenient method to pay your premiums.
We offer an annual review of cover without additional costs. This ensures that your cover continues to meet your changing needs and you won't jeopardise your lifestyle now or in the future.
Tailored solutions through a range of institutions.
We can utilise products from a wide range of insurance providers, with access to over 50 very different insurance companies and specialist underwriting agencies. These range from the huge national and international companies through to the smaller niche insurers and agencies.
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