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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.

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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.

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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.

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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.

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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.

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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.

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Disclaimer

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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If you've forgotten your log-in email address or password, 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
Wills

Our People

Our People

Provenance is run by the brother/sister team of Andrew and Lesley French and is supported by a team of like-minded professionals. They share a strong and unified vision for financial advice that is focused solely on the client’s needs. Andrew and Lesley’s extensive experience working in the financial planning industry over many years has allowed them to refine their skills and determine a path for their own business that is centered on client relationships and quality financial advice.
 
Lesley French
Lesley French Adv. DipFP
Director
Having completed advanced qualifications including an Advanced Diploma in Financial Services through the Securities Institute of Australia, Lesley has lived and breathed financial planning since 1995 through various advisory and senior management roles. She is a representative of Provenance.

Lesley designs and overlooks the business processes and administration that make dealing with Provenance a streamlined and pleasurable experience.
Her focus lies in creating financial situations that give her clients peace of mind and reassurance that they can not only achieve their lifestyle goals, but also enjoy life along the way.

Outside of her financial planning life, her interests are varied - French classes one evening and public speaking the next. Lesley is a committee member of Toastmasters, a not for profit training organisation that focuses on communication and leadership development.
 
 
Andrew French
Andrew French SSA™
Andrew has been a financial adviser for over 10 years, most recently in senior advisory roles. He holds a Diploma in Financial Planning through the Securities Institute and is also an accredited Self Managed Super Fund specialist. Andrew is a representative of Provenance.

Andrew complements Lesley's more detailed approach with a great ability to see the ‘big picture’.
He enjoys forming genuine, long-term relationships with his clients and being accessible – even if it’s just for a chat. His clients are situated all over WA and he regularly travels to the South West and Wheatbelt regions for face-to-face meetings.

At the end of the working day, Andrew comes home to his wife Lara and their twin daughters, Abbey & Eden.
 

 

Our People | Lesley & Andrew French