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Insights

Client-Centric Approach Provident Financial Services emphasizes a client-centric approach by deeply understanding clients' objectives, risk tolerance, and investment time frames. This personalized focus creates unique client partnerships and could attract individuals seeking tailored financial planning services.

Strategic Vision The company's vision of 'Plan. Help. Achieve.' showcases a commitment to clients' success and well-being. This strong vision can resonate well with individuals and businesses looking for a financial partner that is dedicated to helping them achieve their financial goals.

Tech-Enabled Services Utilizing technology such as Google Analytics, Cloudflare, and Microsoft ASP.NET, Provident Financial Services leverages a modern tech stack to enhance its financial planning offerings. This emphasis on technology may appeal to tech-savvy clients seeking innovative financial solutions.

Sustainable Growth Potential With reported revenues between $0 - 10M, Provident Financial Services shows potential for growth and scalability. This scalability presents an opportunity for sales professionals to target a company with expanding financial services offerings and a growing customer base.

Competitive Analysis In comparison to similar companies like Boston Private Financial Holdings and BankUnited, Provident Financial Services stands out for its focus on personalized client experiences. This distinctive factor can be highlighted to attract clients looking for a more customized approach to financial planning.

Similar companies to Provident Financial Services

Provident Financial Services Tech Stack

Provident Financial Services uses 8 technology products and services including Google Analytics, Moat, Cloudflare, and more. Explore Provident Financial Services's tech stack below.

  • Google Analytics
    Analytics
  • Moat
    Analytics
  • Cloudflare
    Content Management System
  • jQuery UI
    Javascript Libraries
  • Open Graph
    Miscellaneous
  • Windows Server
    Operating Systems
  • Microsoft ASP.NET
    Web Frameworks
  • IIS
    Web Servers

Media & News

Provident Financial Services's Email Address Formats

Provident Financial Services uses at least 1 format(s):
Provident Financial Services Email FormatsExamplePercentage
First@provident.com.auJohn@provident.com.au
50%
First@provident.com.auJohn@provident.com.au
50%

Frequently Asked Questions

Where is Provident Financial Services's headquarters located?

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Provident Financial Services's main headquarters is located at 81 Stirling Hwy Level 1 Nedlands, Western Australia 6009 AU. The company has employees across 4 continents, including North AmericaOceaniaEurope.

What is Provident Financial Services's phone number?

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You can contact Provident Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Provident Financial Services's stock symbol?

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Provident Financial Services is a publicly traded company; the company's stock symbol is PFS.

What is Provident Financial Services's official website and social media links?

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Provident Financial Services's official website is provident.com.au and has social profiles on LinkedIn.

How much revenue does Provident Financial Services generate?

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As of June 2024, Provident Financial Services's annual revenue reached $3.8M.

What is Provident Financial Services's NAICS code?

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Provident Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Provident Financial Services have currently?

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As of June 2024, Provident Financial Services has approximately 39 employees across 4 continents, including North AmericaOceaniaEurope. Key team members include Head Of Financial Planning: G. N.Owner: E. D.Owner: P. D.. Explore Provident Financial Services's employee directory with LeadIQ.

What industry does Provident Financial Services belong to?

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Provident Financial Services operates in the Financial Services industry.

What technology does Provident Financial Services use?

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Provident Financial Services's tech stack includes Google AnalyticsMoatCloudflarejQuery UIOpen GraphWindows ServerMicrosoft ASP.NETIIS.

What is Provident Financial Services's email format?

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Provident Financial Services's email format typically follows the pattern of . Find more Provident Financial Services email formats with LeadIQ.

When was Provident Financial Services founded?

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Provident Financial Services was founded in 1997.
Provident Financial Services

Provident Financial Services

Financial ServicesWestern Australia, Australia11-50 Employees

We aim to deliver financial security with a deep understanding of what is important to you.

Established in 1997, Provident is a group of multidisciplinary and highly experienced financial planning specialists who work together to improve the financial security and well-being of individuals, families and businesses.

Whether starting a wealth creation strategy, setting up a Self Managed Super Fund, getting ready for retirement or facing aged care decisions, at Provident Financial Services our first priority is you. Before we provide any financial planning recommendations, we spend the time to fully understand your objectives, attitude to risk, expected investment time frames and most importantly your Enjoy Factor. This focus makes every client partnership at Provident a unique one.

Our vision Plan. Help. Achieve. and your Enjoy Factor are the cornerstone of our advice. Our vision was developed by the team to represent the drive we have to see our clients achieve the success they plan for and how we value the trust they place in us. Your Enjoy Factor is what it means to you to enjoy life with financial security.

Go to http://www.provident.com.au/the-Enjoy-Factor to read some of our clients’ Enjoy Factor moments and how they value our advice.

Paul Carter Pty Ltd ABN 16 079 780 895 trading as Provident Financial Services is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Please go to http://www.provident.com.au/Documents/Financial-Planning-FSG.aspx to view our FSCG to find out more about our financial advice services.

Section iconCompany Overview

Headquarters
81 Stirling Hwy Level 1 Nedlands, Western Australia 6009 AU
Phone number
Stock Symbol
PFS
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Provident Financial Services's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Provident Financial Services's revenue is in the range of $10M

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