FAQs

Where can I find the office?

We are located at 26-28 Napier Close Deakin, Royal Life Saving House Suites 10-11.

Free Parking is available on Napier Close. View Map.

How do I make an appointment?

phone our office on (02) 6162 2656

Or alternatively you can email us at admin@provident.net.au 

How much does an appointment cost?

The cost of an appointment will vary depending on your financial needs. If you would like us to give an estimate of what your appointment and any subsequent costs may be phone our office on (02) 6162 2656 or make an enquiry here.

What will happen at a salary packaging appointment?

A salary packaging appointment takes around one hour where the adviser will go through all your salary packaging options and explain the process to you. The adviser will then coordinate with the salary packaging provider to implement your salary package.

What will happen at a financial planning appointment?

At a financial planning appointment you will meet with one of our advisers who will assess your financial position and requirements. If you decide to proceed with further advice tailored to your situation you will receive what is called a Statement of Advice, detailing your financial position and any recommendations.

What should I bring to my appointment?

Any documents that you feel may be relevant to your circumstances such as superannuation statements (particularly for ComSuper scheme members).

When you book your appointment we will send you a client questionnaire for you to complete. We strongly encourage clients to send the questionnaire and supporting documentation into our office before the initial appointment so the adviser can be better prepared for the discussion.  

For Salary Packaging clients you will need to bring your letter of offer, a current pay slip and substantiation relating to any items to be packaged.

What should I do to update my contact details?

If your contact details change please phone our office on (02) 6162 2656 or alternatively you can email us at admin@provident.net.au