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Couple Sitting with Financial Advisor

Our Purpose

Our purpose is to provide the strongest possible relationship and framework via three key roles of Partner, Coach and Educator

Heart & Hands

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.

Brain

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. 

Testimonials

Services

Providence Advisory Group is a trusted family Financial Planning practice,

having served client's financial needs for over 25 years.

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