Welcome to Provident

Inspiring your
Enjoy Factor moments

FINANCIAL PLANNING

Starting a wealth creation strategy, setting up a Self Managed Super Fund, getting ready for retirement or facing aged care decisions, at Provident Financial Services our first priority is to understanding you. Before we provide any financial recommendations, we spend the time to fully understand your objectives, attitude to risk, expected investment time frames and most importantly your Enjoy Factor.

This focus makes every client partnership at Provident a unique one.

Michelle and Steve Taylor

We have been clients of Provident from the very beginning, since 1997 with Paul as our advisor and more recently Simon has been assisting us with achieving our long term goal of financial security as we reach retirement.

This financial forecast has also allowed us to take a 'gap year' from work and achieve a life long dream, to be able to travel around Australia. We were fortunate to travel by caravan to over 50,000km of coastal and inland roads seeing many of Australia's breath-taking landscapes, unique nature, amazing coastline and unforgettable diversity that Australia has to offer. Some of our highlights were Lucky Bay, Great Australian Bight, Tasmania, Fraser/K'gari Island, Northern Qld, Australian outback, Flinders Ranges and many of Western Australian unique destinations.

We cannot thank Paul, Simon, Michelle and the entire Provident Team enough for all their ongoing support over the past 27+ years. Thanks to their dedication and professional advice, we can look forward to a comfortable retirement filled with more travel experiences around the world.

ABOUT US

Our team is a well-balanced group of professionals with a wealth of experience mixed with a young dynamic team who all believe in the importance of delivering our vision to our clients. To achieve a high degree of significance we need to deeply understand you and your objectives (PLAN), present tailored solutions in a consistent and engaged manner (HELP), review and adjust as your lives and plans change (ACHIEVE).

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