Providence Wealth Advisory Group - Sydney, Australia

By: Providence Wealth Advisory Group  09-Dec-2011

Managing a diverse investment portfolio is very complex and demanding for any one individual to manage.
  • Providence is committed to the personal financial well being of our clients. We have maintained the highest level of professionalism to ensure that the widest possible range of appropriate investment avenues are available. Our commitment to integrity is further evidenced by a fully transparent fee structure that is linked solely to the growth of our clients' wealth. All upfront commissions are rebated in full and we endeavour to rebate all trailing commissions to our clients.
  • We believe that this flexible structure enables us to deliver a premier service in a pro-active style that not only saves our clients time but allows for their wealth to outgrow more passive, less individually-tailored services.
  • We are a relationship based advisory business with our core values centred on mutual trust, attentiveness, responsiveness and the desire to build long-term relationships with our clients.
  • Through the many years of experience in the investment industry by the senior executives, Providence is able to leverage this experience and our contacts within the industry to source quality products and offerings.
  • At Providence, we ensure that the investment decisions match the specific goals and aspirations of our clients within a framework of personalised and professional advice. This highly tailored service is delivered through a centralised and consolidated administration system.
  • When our clients were surveyed and asked 'At Providence, what is the single most important trait you value?' Of the various responses, these included Truth, Honesty, Relationship, Trustworthy, Personalised service and on call to answer any questions. We feel this demonstrates our commitment and dedication of service to our clients.

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