Providence Advisory Group, led by Simon Shepherd, is a trusted family Financial Planning practice based in Chatswood, Australia. With over 25 years of experience, the firm prides itself on building strong relationships with clients through the roles of Partner, Coach, and Educator. As a partner, they invest in understanding each individual’s unique needs and goals, acting as a co-pilot in their life journey. The team at Providence Advisory Group is dedicated to providing fiduciary financial and life planning coaching, helping clients stay accountable and motivated to achieve their lifestyle objectives.
Providence Advisory Group offers a range of comprehensive services, including Life Planning to document dreams and aspirations, Freedom Planning to align life goals with financial strategies, Just-in-case Planning for unforeseen circumstances, and Nest-egg Planning for long-term financial security. The firm’s unique communication philosophy ensures that financial concepts are explained in plain English, keeping clients fully informed and empowered to make informed decisions about their financial future.
Founded by Chris Shepherd in 1993 and joined by Simon Shepherd in 2009, Providence Advisory Group has grown to become a beacon of service excellence across generations of advisors and clients. With a team of highly experienced professionals, including Client Service Manager Ali and Receptionist Faith, the firm is committed to helping individuals achieve their financial goals and secure their future. Providence Advisory Group’s dedication to empowering clients through knowledge and expertise underscores their mission to provide top-tier financial planning services in the Chatswood community and beyond.