Navigating complexity, protecting wealth, building legacies
Carefully crafted strategy to protect, grow, and preserve family wealth.
About Provenance Advice.
Provenance’s advisory relationships are deeply personal, and earning trust by doing is fundamental to our service and the success of our clients. By remaining boutique, every client benefits from direct, thoughtful advice from Paul Banner, the sole practitioner at Provenance Advice, ensuring care, attention, and continuity. It is because of our approach, Provenance Advice is a small advisory by design.
Provenance Advice partners with individuals and families who value trust, integrity, and personalised financial guidance. Every financial strategy is carefully crafted to suit each client’s unique circumstances — appropriate, bespoke, and always designed to maximise benefit to them and their family, both now and across generations.
We take seriously the trust placed in us by our clients. Taking the time to work closely with each client is paramount. Listening carefully, understanding their family’s unique story, and tailoring advice that reflects what matters most ensures every client feels supported and well cared for throughout their financial journey.
Paul Banner Principal
Provenance Advice.
Paul founded Provenance Advice in 2007 after a career in corporate roles across investment banking, broking, funds management and financial planning.
Qualifications:
- Bachelor of Economics
- Graduate Diploma in Financial Planning
- Certificate IV in Finance and Mortgage Broking Management
- Self-Managed Superannuation Specialist
- Tax (Financial) Adviser Authorisation
Provenance Advice Services
Integrity
Always acting in clients’ best interests, with independence, discretion, and full transparency.
Personalised Service
A single trusted adviser working closely with each client over many years, providing consistency, deep understanding, and solutions that are bespoke and appropriate.
Carefully Crafted Strategy
Every financial strategy is thoughtfully designed to reflect clients’ unique circumstances, goals, and values.
Partnership & Humility
Taking the time to listen carefully, working in close consultation with clients and their other professional advisers, and recognising that the trust placed in us must be earned and carefully maintained.
The focus is on simplifying complexity, providing clarity, and helping families protect, manage, and grow their wealth with confidence and purpose.
Provenance Advice Clients
Provenance Advice is intentionally small to ensure a personal and high-quality advisory experience.
Our clients are individuals and families who have worked hard to achieve financial success and who seek to maximise the financial benefit to themselves and their family — now, into the future, and in many cases into future generations.
Our clients value a long-term relationship with a trusted adviser who helps navigate uncertainty, providing clarity and drive careful progress. Clients understand that building and preserving wealth takes time, discipline, and a carefully crafted, bespoke strategy – is the best way.
Some of our clients are focused on growing their wealth, while others have reached a stage where protecting, managing, and transferring wealth is their primary focus.
All appreciate a holistic coherent service that considers every aspect of their financial lives: investments, lending, superannuation, estate planning, tax and intergenerational strategy.
Provenance Advice works in close partnership with clients and their professional advisers — advocating for their best interests and helping to ensure that every financial decision serves their long-term objectives.
Provenance Advice Fees
Provenance Advice provides a transparent, fixed-fee structure tailored to the complexity and scope of each client’s financial needs.
There are no percentage-based asset fees — all arrangements are discussed and agreed upfront. This approach ensures Transparency, fairness, alignment, and clarity, reflecting the value of a relationship built on trust and personal service.
Responsive and personal service
I’ve worked with Paul for many years as both my business and personal finances have evolved. What I value most is the holistic nature of his advice — he doesn’t just look at one part of the picture but helps me consider how every decision impacts my family, business and future. His guidance has also extended to entrusting him with the finances of my aging parents, where his patience and thoughtful advice has been invaluable. Paul is the adviser for our family — someone we turn to across generations. His integrity, long-term focus, and approachable, genuine style make him a trusted partner whenever important decisions arise.
Richard — Business Owner
When I retired, I knew I needed someone who would take the time to understand what mattered most to me and help manage every aspect of my financial life. Paul’s advice has always felt deeply personal, carefully considered, and tailored for my circumstances. More recently, he has helped me assist my adult children, ensuring that we navigate a path that secures the financial future of my children & grandchildren. His focus on integrity and long-term thinking gives me peace of mind, knowing that my affairs — and my family’s future — are in trusted hands.
David — Retiree
When I first came to Paul, I had financial worries that felt insurmountable. Through his consistent dedication and ability to craft a thoughtful, long-term strategy, those worries have been transformed into confidence and security. Over many years, Paul has helped me not only with my own financial affairs but also securing a home. His advice has always reflected genuine care, patience, and personal attention. It’s this combination of clever ideas and wise timing and Paul’s integrity makes Provenance Advice so special.
Margaret — Longstanding client
Over the years, Paul has guided me through managing my SMSF, acquiring property in Australia and overseas, and ensuring that my investments are aligned with my goals. His ability to provide clarity, thoughtful structure, and personal support every step of the way has made a real difference. Now in retirement, I feel confident knowing that Paul understands my entire financial picture and is always there to help.
Margaret — Retired investor with SMSF and property portfolio
I have known of Paul for 17 years, as he worked closely with my late parents throughout their lives — though we had not met directly until after their passing. I know Paul had a genuine fondness for my parents, particularly my father, and this was mutual. My parents were always very happy with the advice and care Paul provided them. Since their passing, Paul has continued to be caring, thoughtful, and proactive in guiding me through the next steps. The care and diligence he shows now — even in death — illustrates to me the respect and integrity of his approach to his clients. It’s clear why they trusted him so deeply.
Mel — Family successor client
Pual Provenance Advice
competencies.
Our team of outstanding professionals have a track record of success and have built their reputations on always delivering the most responsive and personal service. Our commitment to financially improving your life and that of your future generations is founded on creating deep, transparent, and long-lasting relationships.
This enables us to tailor the best investment solutions, and work closely with your partners, spouses, and children, to ensure your entire family can access our help when needed.
