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Our Advice

ABOUT US

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We know that delivering peace of mind to our clients is more than just the insurance policy. We provide ongoing support and advice all the way through our partnership with you. We manage all claims efficiently to minimise any worry and we review your policies each year to ensure that your cover continues to meet your changing needs and lifestyle.

Each consultant has accreditation in a diverse range of domestic and/or commercial insurances. The team is led by a Senior Associate of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) who is a Certified Insurance Professional. 

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OUR AUTHORISATION

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Provident Insurance Services chooses to hold its authorisation through Resilium Insurance Broking Pty Ltd.

This structure allows us to provide you with personal service backed by the strength and security that comes with some of the largest insurance providers. Resilium Insurance Broking give us access to a wide range of insurance providers, ensuring that our solutions can be tailored to your unique circumstances.

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OUR ADVICE

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PERSONALISED SERVICE

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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.

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ADVICE

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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.

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ANNUAL REVIEW

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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.

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TAILORED SOLUTIONS THROUGH A RANGE OF INSTITUTIONS

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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.

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Your privacy is important to us and our Licensees - AMP Financial Planning Pty Limited. You may request access to your personal information at any time by calling us on 08 9422 0000. Information collected will be subject to the individual Privacy Policies in the USEFUL LINKS below. You can also contact our Licensees, contact details available from us or in our Financial Services and Credit Guide/Financial Services Guides, if you do not wish to receive information about products, services or offers available from us from time to time.

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Paul Carter Pty Ltd ABN 16 079 780 895 and Provident South West Pty Ltd ABN 67 680 534 543, both trading as Provident Financial Services, is an authorised representatives and credit representatives of AMP Financial Planning Pty Ltd 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232 706

@2024 Provident

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This website contains information that is general nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decision based on this information.

Paul Carter Pty Ltd ABN 16 079 780 895 and Provident South West Pty Ltd ABN 67 680 534 543, both trading as Provident Financial Services, is an authorised representatives and credit representatives of AMP Financial Planning Pty Ltd 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232 706


Website links have been provided with permission for information purposes only and will take you to external websites, which are not connected to us or our Licensees (AMP Financial Planning Pty Limited in any way. Note: We, AMP Financial Planning Pty Ltd  do not endorse and are not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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