Wealth Management

WEALTH MANAGEMENT

 

For most of us there is no such thing as instant wealth, however you can do something now which could create secure wealth for your future. It's called financial planning and it takes commitment, time, dedication, resources and smart planning.

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INDIVIDUAL FOCUS

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At Provident Financial Services, we don't just consider superannuation, we tailor our advice and strategies to your needs whether buying a house/investments, travelling or family planning. We provide you with expert knowledge, experience and support to help you create, manage and enjoy your wealth.

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GOOD FINANCIAL ADVICE IS WORTH IT

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Only 20% of Australians currently seek out advice from  a qualified financial planner1. Instead, the majority ask a family or friend who, although may have their best interests at heart are less than qualified to give sound financial advice.

KPMG/Econotech research confirmed that those who received financial advice benefited by over $2,400 more each year than those who had not received financial advice. No matter what stage of life you are at or what budget you have, we provide the expertise and professional discipline to implement and monitor your strategy to reach your goals and objectives. Our vision Plan. Help. Achieve. is designed to help you take control of your wealth now. We determine appropriate structures in which to hold assets for tax/asset protection and control purposes. We regularly review the strategy so that it continues to fit with your changing lifestyle and objectives.

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PLAN.

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• We identify your financial goals.

• We assess your risk profile.

• We review your cash flow and budget.

• We review the structure, performance and effectiveness of your current investments.

 

HELP.

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We develop a strategy designed specifically for you with:

• The right savings plan

• The right portfolio

• The right investment strategy

 

ACHIEVE.

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At Provident we believe it is important to plan for your financial independence. To achieve this we focus on understanding your objectives, present tailored solutions to use as stepping stones that are designed to help you explore what it means to enjoy life with financial security.

Source
118 January 2011, KPMG "Value Proposition of Financial Advisory Networks - Update and Extension".

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