Not just numbers real
life advice
About us
Provenance Financial Group is a financial planning business dedicated to making your financial life easier through insight and our commitment to long-term relationships. For us, it’s not just about traditional numbers and formulas, it’s about real life advice that is developed person to person through genuine, lasting relationships.
Working with you
Your situation
and
your goals
step 1
During this meeting we seek to gain an understanding of your needs and aspirations as well as introduce our business and our philosophies in relation to financial management. This meeting allows you to determine if Provenance provides the right service and culture for your ongoing financial needs.
step 2
We will analyse your current position and consider strategies to develop your personalised financial plan. We will present our recommendations to you through a Statement of Advice (SoA) document which outlines our recommendations to you, why they are appropriate and the costs associated with implementing the advice with Provenance.
Strategies
and plans for
your
financial future
Implementation
step 3
The implementation of your strategy will be undertaken in liaison with your financial planner and client service team. We will assist with any paperwork and manage the process on your behalf. It’s all about making your financial life easier.
step 4
As your financial situation, goals and objectives change over time, it’s important that your plan remains relevant. Our ongoing support ensures that your plan is regularly reviewed and remains appropriate for your changing needs or new legislative landscapes.
