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Our Purpose
Our purpose is to provide the strongest possible relationship and framework via three key roles of Partner, Coach and Educator.
Partner
As a partner, we invest in the relationship by getting to know you as an individual. A partner is equivalent to a co-pilot who shares in your life journey.
Coach
We will be your Fiduciary Financial and Life Planning Coach, providing motivation and discipline to hold you accountable for achieving your lifestyle goals and objectives.
Educator
We keep you fully informed using our unique communication philosophy - explaining financial concepts in 'plain English'.
What We Do
Watch this video to find out a bit more about your fiduciary financial adviser,
Simon Shepherd and how Providence Advisory Group works best with its clients.
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