The numbers are the easy part. The deeper work is deciding what your wealth is for, and making certain that meaning carries to the next generation. That is the conversation we begin with.
A 60 to 70 minute first conversation, in person or virtual. We continue only when there is a genuine fit.
Australia is living through its largest-ever transfer of wealth. Most of it won't survive three generations.
Here's what the families who endure understand that the rest don't.
See what they understand →Most advisers manage a portfolio. We tend to a family. The strategy still has to be excellent, but it serves a deeper conversation about your values, your people and the life you actually want to live.
We start with your family, your worries and your hopes, not your balance sheet. Compassion comes first; the numbers are built to serve it. You should feel understood before you feel advised.
Everyone sets a financial goal. We help partners set a values goal too: what you want your wealth to stand for. Then we align the two, so your money and your meaning pull in the same direction.
Values, like wealth, can be inherited. We build a plan where both pass down intact, so the next generation receives not just the assets, but the wisdom and intent behind them.
We hold your values goal and your financial goal as equals, weave them into a single plan, and let both cascade to your children, and theirs.
We move at the pace of trust. There's no obligation, and we only begin if it feels right for both of us.
In person or virtual. A chance to see whether there's a real connection, the foundation of everything that follows.
We map your values, your people and your plan, along with the outcomes you actually want from your wealth.
Twice-monthly sessions where life and wealth are kept in step, through our holistic seven-step model.
Between sessions, watch the plan grow and forecast the road ahead. Yours once you become a client.
You've built it. Now you want certainty that it's governed well, and that whoever inherits is prepared to be a worthy steward, rather than simply handed the keys.
A large sum has arrived, and with it a quiet weight. You want a guide who helps the wealth fund a life you love, without it ever owning you.
The company and the wealth are bound together. You need one plan for the business, the portfolio and the people, through every succession.
“For the first time, the conversation started with our family, not our portfolio.”A founding couple, second-generation business
Sloan helped us put words to what we actually wanted the money to do. Our children will inherit that clarity, not just the assets.
Family-business ownersI'd just inherited and was terrified of getting it wrong. I don't feel alone with it anymore, and I'm finally living, not just guarding.
A recent inheritor, early 30sWe came for investment advice. We stayed because someone finally treated our family, our values and our money as one conversation.
Parents of threeThe compassion is real. They understood the grief that came with the inheritance before they ever mentioned a strategy.
A widow and her adult childrenOur values goal sits right beside our financial goal now. The children can see what we stand for, written down. That's the real legacy.
A couple planning their successionFor the first time in years, I feel secure. Not because of a number, but because there's a plan and a person I trust behind it.
Founder, recently exitedReflections shared with permission; names withheld to protect our families' privacy.
Tell us a little about your family. We'll be in touch to arrange a first conversation, in person or virtual, and entirely without obligation.
We typically reply within two business days.
By requesting a conversation you agree to be contacted by Provenance. We never share your details.
Your request is with us. We'll be in touch within two business days to find a time that suits your family.