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Financial Planning Services

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Providence Advisory Group is a trusted family Financial Planning Practice in Chatswood,
having served clients' financial needs for over 25 years. Here’s how we can help you

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Financial Report
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Retirement Planning

Create a tailored retirement plan to secure financial freedom and that enables you to achieve your personal and lifestyle goals.

Estate Planning

Plan ahead, "just in case" so that your family and loved ones will be cared for if something happens to you.

Wealth Creation

Proven investment strategies to secure your financial future - no market timing or "Star" stock-picker required.

Fiduciary Advisor

Get unbiased financial advice that’s aligned with your best interests and helps you make informed financial decisions.

Here's how our Financial Planning Process works:

Step 1. Book a 15-minute Complimentary Call

The first step is to book a 15-minute complimentary call with our Principal Financial Planner, Simon Shepherd, to discuss your current financial position and determine if we can assist you with your unique situation and goals.

Step 2. Schedule an Initial Consultation ($275)

We’ll meet for a 2-hour Life Planning Session to discuss what’s important to you, where you’d like to be in the future and the potential steps you could take to achieve your goals. Even if you decide not to proceed with a full financial plan, you’ll still leave the session with a to-do list of actions and quick wins you could potentially make

Step 2. Schedule an Initial Consultation ($275)

Once you approve the areas you’d like financial advice and support with and the costs and benefits of this, you’ll get the financial planning support you need to prepare and implement your financial plan and recommended financial advice.

Ready to create your financial plan?

Book a free 15-minute call with Simon today, to discuss how we can help secure your financial future and achieve your financial and lifestyle goals.

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