Providence Wealth Advisory Group

About

Providence is a boutique independent investment advisory committed to the financial well-being of our clients. Our expert team provides independent advice, comprehensive wealth management and investment strategies to high-net-worth individuals, families and non-profit organisations.

Our advice is supported by one of the most experienced investment committees in Australia, along with in-depth research and extensive market knowledge.

Providence was established in 2000 as an independently owned and operated investment advisory licensed through ASIC. With a proven track record, over varied financial cycles, we are now trusted by our clients with over $1.5 billion under advice.

Providence has been successfully helping clients to grow their wealth since 2000 and would welcome the opportunity to discuss how we may assist you and your family too.

To learn more, please call Grant Patterson - CIO or Michael Ogg - Director on (02) 9239 9333 or email info@providencewealth.com.au.

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investment management & advice, financial structuring, tactical asset allocation, risk management & insurance advisory, fund manager selection, direct investments, family, board investment education, portfolio administration, family office, philanthropic services, family charter, succession planning, legacy planning, wealth management, high net worth, bespoke investment strategy, boutique investment service, retirement planning

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