The future challenge for investors is to understand how to deal with an increasingly complex financial environment. There is widespread concern about the lack of ability to actually keep the money earned, with punitive tax laws and constantly changing rules in relation to superannuation.

In order to take advantage of life’s abundant possibilities, potential clients need to understand variable markets and capture current opportunities. We work together with our clients to achieve the results that suit their personal needs.

We help our clients to source and understand the most beneficial investment strategies so that they can make the best informed decisions for their future. We do this by bringing to the attention of our clients available independent research which they might not normally be able to access. We aim, through using our referral services, to help our clients achieve their goals with positive financial results.

The management and staff of Provincial Referral Services have gained extensive experience in a diverse range of related services over a period of many years. Since its inception in 1996, the company has pursued a policy of engaging the services of the best available people.

Another interesting aspect, of the client base is the diversity of socio-economic groups. As many have already discovered, it is not necessary to have a high income to benefit from sensible money management. Equally, a high income does not in itself ensure wealth for the recipient.

Provincial Referral Services Pty Ltd is a member of the Financial Ombudsman Service (Membership Number: 28094) and is covered under Connect Mortgage Services’ professional indemnity insurance through ACE Insurance Limited (Policy Number: 01PI537058). Provincial is an authorised credit representative No. 409136 of Connect Mortgage Services Pty Ltd which holds an Australian Credit Licence (ACL Number: 448061) through ASIC.