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Cam & Marg Douglas

Chad has always been there for us over the years when we have needed his help most. He has guided us through some very challenging times caused by a series of serious health issues we experienced. It was so reassuring to know that our insurance claims were being carefully managed for us. Chad was very strategic in his approach to our claims which saved us paying too much tax on the payouts. Chad’s advice helped us get into a better position financially, allowing us to focus on more important matters at hand, such as recovery. The Provision Wealth Management team have always made everything so easy for us, completing all the paperwork and following up everything for us until it was completely resolved.

Jon Colley

Dealing with Chad of Provision Wealth Management has been a refreshing experience. You are more than just a number with them as they make you feel like a valued client right from the start with their tailored personal service. They did a great job in preparing and presenting our plan and they were able to answer any questions I had easily to ensure that I fully understood their advice offering. I would highly recommend Chad and his team based on my experience.

Danial Walters

In December 2011 we moved to the Sunshine Coast in search of lifestyle and expanding the business. We found all this and more. The Coast has become home for me and my family, a great place to live and do business. Chad Monroe and his team from Provision Wealth Management came highly recommended through our growing network. Provision Wealth have not only helped with personal superannuation and insurance requirements, Chad’s vast experience  in business structures become very apparent  in the initial consultation. Over the years I have been unsure about using the services of a financial adviser. After my first meeting I could see clearly that Provision Wealth had the knowledge to bridge the gap for all our financial requirements. It is great to meet real people that have a genuine desire to help others reach their financial goals and outcomes.

Russell Madden cpv aapi

Helena and I have used Chad for both personal and business financial planning since 2003. We are very satisfied with the level of commitment and integrity Chad has shown for both our personal goals and desire to minimise risk. We find that he combines his level of expertise with down to earth advice to make it much easier to navigate the ever sophisticated world of financial planning


These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

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