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Providence Wealth Advisory Group

Financial Advisory Group

|

Certified

Providence Wealth Advisory Group

Financial Advisory Group

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Since 2000 Providence Wealth Advisory Group has been providing truly independent investment advice and investment management services for wealthy families and not for profit organisations. Our fundamental principle is: to provide advice that is aligned only to a client’s best interests. As it should be. We believe this is the foundation for responsible investment. At Providence we are totally committed to building long-term, trusted partnerships with our clients, helping them gain clarity on their financial goals and developing a clear strategy for achieving them. We operate as a collaborative team which ensures clients benefit from our collective experience. Not only does this provide superior outcomes for our clients but also a working environment that helps us attract and retain quality staff. With over two decade’s experience and a proven track record of generating consistent long-term investment returns across various financial cycles, we now hold over $1.5 billion under advice.

Address

Lvl 9 20 Martin Place, Sydney, NSW, AU, 2000

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Organisation

Company number

  • 42 003 224 90

Services offered

Certified products

Approved products

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.