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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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Your log-in is your registered email address.

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

Working with you

Working with you

Our comprehensive process seeks to engage our clients in a solid working relationship based on honesty, clarity and open discussion.

Here we outline our advice process. However, this is just the foundation for our ongoing support and a long lasting relationship through life.

 

 

Step 1 Your situation and your goals

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.

We will then collect information regarding your current situation so we get a clear understanding of your current financial position and financial goals. Click here for what to bring to your first appointment.

 

Step 2 Strategies and plans for your financial future

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.

Step 3 Implementation

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. Its all about making your financial life easier. Well oversee the process, keep you informed and work diligently to meet set timelines.

 

Step 4 Ongoing Review

As your financial situation, goals and objectives change over time, its 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.

Our review schedule is complemented by timely information and financial planning resources.

Working with you