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  • thumbnail image Chad Monroe is a CERTIFIED FINANCIAL PLANNER® professional, holds an Advanced Diploma of Financial Services (Financial Planning), is a Commissioner for Declarations (C.dec) and a member of the Financial Planning Association (FPA).
  • Chad is the principle of Provision Wealth Management and has been providing financial planning advice and solutions since 2003. Chad assists his clients to implement strategies to help them not only build their wealth for the future, but also protect it. Chad has expertise in Self Managed Superannuation, Small Business Advice, Retirement Planning and maximising Centrelink benefits.

    When Chad’s not working you may find him exploring the country or relaxing on the coast, enjoying travelling and getting outdoors adventuring with family and friends. Chad is very passionate about providing a solid future for Australia’s generation of young people and desires to see funds raised to support his chosen charities.

  • thumbnail image Matthew Roberts is a Financial Planner and holds a Bachelor of Commerce (BCom) and is a member of the Financial Planning Association (FPA).
  • Matthew has held various roles in the Financial Services industry since 2006 and can help Provision Wealth Management clients to implement strategies to help build and protect wealth as well as assisting in Retirement Planning and Centrelink.

    When not working Matthew enjoys being with his family and socialising with friends. Matthew became a financial planner as he is passionate about partnering with clients to help them achieve their financial goals and objectives, and he believes that sharing wealth is also very important.

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The latest investment strategies and economics from AMP Capital.

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Client Stories

Hear from some of our customers who have broken out of debt and secured their future financially.


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