Retirement Planning

We provide assistance in structuring your financial position to meet your requirements in retirement and your changing lifestyle needs. We help you take advantage of pre-retirement tax strategies to maximise your retirement savings. Most importantly, we help you create the lifestyle you want in retirement.


Wealth Creation Strategies

We can help you to determine your objectives and risk profile, then work with you to structure an investment portfolio to match. We offer advice in relation to managed funds, direct shares, debentures, term deposits, property syndicates, direct property and other investment vehicles.


Self Managed
Super Funds

We can assist with determining your suitability for starting a fund. We can then help you establish a fund, formulate your investment strategy and help you with administering it ongoing to meet strict compliance guidelines. We will also help you to determine the appropriate support network you may need to ensure your fund remains compliant.


Debt Management

We can help you to reduce your tax ineffective debt while building your investment capital. We utilise strategies such as debt consolidation to reduce your fees and paperwork, and also look at ways to redirect your cash flow to reduce your debt and build your wealth.


Estate Planning

This is the efficient and tax effective transfer of assets between generations within the family group. It provides peace of mind and ease of transfer. We look at the ownership and interplay of structures to assist in meeting your testamentary objectives.


Personal Insurance

Your financial goals could be jeopardised if you were unable to earn an income. We ensure that your financial plan remains on track by implementing effective risk management through the use of insurance.



Information contained on this webpage does not take into account your personal objectives, financial situation and needs.

These are important matters which you should consider, along with information contained in the Product Disclosure Statement (PDS) before you make any investment decisions.

Should you require advice of a personal nature, please contact us.


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Please bring the following items where possible;

Prior Tax Returns
Current superannuation statements
Current investment statements
Bank Statements including mortgage and personal loans
Insurance documents

Contact us

We believe that communication and open exchange is the key to developing meaningful solutions for our clients.

We’re happy to communicate with you in a way that best suits you - whether you’re tech savvy and on the go, or you prefer face to face meetings.

Our office is centrally located in Inglewood with easy parking on Crawford Avenue.

For our regional clients we are regularly making trips to your area. Please contact us for our next scheduled visit.

We look forward to hearing from you.


953D Beaufort Street
Inglewood WA 6052

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Postal Address:

PO Box 820
Inglewood WA 6932


T: 08 9271 0506

F: 08 9271 0516


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Contact Provenance Financial Group