Welcome back to part four of this nine-part mini-series, where we delve into the wealth management journey of our clients.

As the leading fee-only wealth advisory firm in Asia, we have been receiving many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance, the challenges they faced before meeting us, and their experience working with Providend.

In part one of this mini-series, we covered who our clients are, their concerns, and their need for a trusted wealth adviser. Following that, in part two, we shared the potential reasons for a lack of trust in the advisory industry and the need for sound wealth advice. In part three, we discussed how Providend was set up to be the trusted adviser to our clients, to guide them through a minefield of misinformation with honest, independent, and competent advice.

In this week’s Money Wisdom episode (part four), our co-host Isaac interviews Christopher, our Founder & CEO, about Providend's advisory and planning process and why we go the extra mile to understand our clients' life goals before making any recommendations to them.

The first meeting is termed a "Pre-Discovery" meeting, where we will decide whether there is a mutual fit, before arranging for subsequent meetings. And like a good slow-boil soup, the subsequent meetings are where we take time to know our clients, and what a good life means to them. This is of absolute importance to us, before we start to embark on suggesting specific instruments that would be suitable for them.

Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times. Do watch out for it!

The host, Isaac Ong, is Associate Adviser at Providend, Singapore’s First Fee-Only Wealth Advisory Firm.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

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Being a trusted adviser to our affluent clients for over two decades, it is important to ensure the reliability and sufficiency of investment returns to meet our clients' non-negotiable life goals.

Some weeks ago, our CEO Chris encountered three situations that inspired him to write his Business Times article, with one of them being his recent trip to Guangzhou as a keynote speaker at the Morningstar (China) 2024 Investment Summit. A common theme running through all three encounters was the challenge for investors to stay invested.

In this week’s Money Wisdom episode, our new co-host Amelia, from the Brand Experience team, interviews Chris, beyond what was written in the article. Chris opened up about the lessons Singaporean investors can learn from the Chinese and also shared a case study of what a non-negotiable life goal is and the importance of holistic wealth advice that contributes to our clients achieving these goals.

You can find Chris’ article in The Business Times on this topic here: https://providend.com/a-more-reliable-way-to-get-enough-investment-returns/

Stay tuned for our next podcast episode, where we will be jumping into part 4 of our mini-series: "The Story of Our Clients' Wealth Journey".

The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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Welcome back to part three of this nine-part mini-series, where we delve into the wealth management journey of our clients. 

As the leading fee-only wealth advisory firm in Asia, we have been receiving many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us, and their experience working with Providend. 

In this week’s Money Wisdom episode, our co-host Isaac talks to Chin Yu, our Lead of Advisory Team, about the two qualities that a trusted adviser should have. Chin Yu also shares more about how Providend's collective wisdom, philosophies and strong work culture push the team forward to become trusted advisers, as we manage over S$1 billion worth of our clients’ assets with care, so our clients can reliably meet their non-negotiable life goals. 

Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times. Do watch out for it!

The host, Isaac Ong, is Associate Adviser at Providend, Singapore’s First Fee-Only Wealth Advisory Firm.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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Welcome back to part two of this nine-part mini-series, where we delve into the wealth management journey of our clients.

Being a trusted adviser to our affluent clients for the past two decades, we have been receiving many questions about who we serve and the work that we do for our clients. So we decided to put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance to challenges they faced before meeting us, and their experience working with Providend.

In this week’s Money Wisdom episode, our co-host Isaac probed our Deputy CEO & Chief Advisory Officer, Evelyn Goh, with several difficult questions on the common issues faced by clients in their search for a trusted wealth adviser. Evelyn addressed the elephant in the room when talking about the "4Cs" that possibly frustrate clients when all they desire is for their needs to be met. She also shared the painful truth that no single adviser can be competent in all areas of a comprehensive wealth plan, and why is that so?

Stay tuned for our next podcast episode, where our co-host Jin will be talking to Chris about his article in The Business Times. Following that, our next episode will be part three of this new series, so please look forward to that!

The host, Isaac Ong, is Associate Adviser at Providend, Singapore’s First Fee-Only Wealth Advisory Firm.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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Grab your very own Money Wisdom book today!

Some longtime listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book titled Money Wisdom: Simple Truths for Financial Wellness. If you are interested in getting your very own signed copy, please check out the link here: https://providend.com/publications/

It has been a month since the CPF changes were announced, and there are still ongoing discussions in the media, online, and in various finance chat groups. With all the noise surrounding this 'hot topic,' our CEO, Chris, shared a simple guide in a Business Times article, which all Singaporeans can refer to when considering their next steps in light of these changes.

In this week’s Money Wisdom episode, our co-host Jin interviews Chris, as he digs deeper into this article to discuss the pros and cons of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.

You can read Chris' article in The Business Times on this topic here.

Also, stay tuned for our next podcast episode, for part 2 of a nine-part series that covers the wealth management journey of our clients!

You can register for the webinar here: https://us06web.zoom.us/meeting/register/tZ0pdO6tpjkqGtXRgF8CkipS_KAw0mI4tbuW#/registration

The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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If you’re interested in getting more of our thought leadership contents, click this link to subscribe to our newsletter today: https://providend.com/#newsletter-subscribe

Providend has always been proud to share that we are Southeast Asia's first fee-only advisory firm. In recent years, we have been receiving many questions about who we serve and the work that we do for our clients.

In this nine-part sequential mini-series, we will delve into the wealth management journey of our clients. This is a collection of all the stories that clients and prospective clients shared with us ranging from why they are looking for guidance to challenges they faced before meeting us, and their experience working with us. We are sure you would find something that resonates with you in your own wealth journey and glean some interesting insights.

In this week’s Money Wisdom episode, our CEO Chris, and co-host Isaac, begin by telling the tale through the perspective of our clients - the protagonist of this story. As you continue through the series, you will learn about the values that they hold dear and the common thread that runs across what clients are looking for in a credible wealth adviser.

Stay tuned for our next podcast episode, where our co-host Jin will be talking to Chris about his article in The Business Times. Following that, our next episode will be part two of this new series, so please look out for it!

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode every Thursday at 8pm: http://www.youtube.com/@ProvidendSG

The host, Isaac Ong, is Associate Adviser at Providend, Singapore’s First Fee-Only Wealth Advisory Firm.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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The CPF changes announced during #Budget2024 have been receiving a range of opinions on the ground as Singaporeans who had "Special Account shielding" on their minds, question their next steps when it comes to retirement planning. Given the unpopular opinions, is this the right move to make for the primary purpose of the CPF? What do these changes mean to you as a young accumulator or a near-retiree? 

In this week’s Money Wisdom episode, our CEO, Chris, encourages us to dig deeper and to ask ourselves what the original intent was for the monies left behind in our CPF balances after turning 55, should these changes not have been announced in the first place. That would give us a good idea of the next steps to take. 

Also, stay tuned for our next podcast episode, where we will be going through a client case study!

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode every Thursday at 8pm: http://www.youtube.com/@ProvidendSG

The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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RetireWell eBook Download

Until today, Providend remains the only fee-only wealth advisory firm in Southeast Asia, a model inspired by the U.S. and Australia - why is that so? For the average person seeking trustworthy wealth advice that is client-centric, should they exclusively consider fee-only wealth advisers? Also, what are the differences between fee-only and fee-based advisers? 

In this week’s Money Wisdom episode, our CEO, Chris, and our Co-Host, Jin, discuss this controversial topic of the various compensation methods in the financial advisory world and the pros and cons of each. After listening to this podcast, we hope you will gain clarity on how to best evaluate the type of financial adviser that is most suitable for your needs. 

Stay tuned for our next "The Brain Behind" episode, where we delve deep into Chris' upcoming Business Times article!

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode every Thursday at 8pm: http://www.youtube.com/@ProvidendSG

The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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Subscribe to our mailing list for more content!

If you’re interested in getting more of our thought leadership contents, click this link to subscribe to our newsletter today: https://providend.com/#newsletter-subscribe

The philosophy of sufficiency serves as the anchor for everything we do here at Providend—whether it's planning for our clients, investing for them, or providing advice. Sufficiency is about having enough, but the question remains: when is enough truly enough? How do we find contentment in life, and what does contentment mean?

In this week’s Money Wisdom episode, our CEO, Christopher Tan, elaborates on how we can identify the things that are important to us, which he terms as life decisions, and also "ikigai" decisions—those that help us live our day-to-day life in a way that is worth living. Financial decisions can then be arranged to support these life decisions.

You can find The Business Times article "How to Make Life Decisions" here, where Chris shares the true meaning behind "ikigai" and how you can discover the life you have always desired to live: https://providend.com/how-to-make-life-decisions

Meanwhile, stay tuned for our next episode!

The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode every Thursday at 8pm: http://www.youtube.com/@ProvidendSG

Music courtesy of ItsWatR.

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Welcome to the FIRST episode of Providend’s Money Wisdom Podcast Season 3!

For this season, we are doing things a little differently in our sharing of money wisdom with you. We will be introducing various mini-series covering different aspects of your overall wealth plan holistically. But first, let’s get to know more about your new co-host, Jin Lee, Associate Adviser at Providend.

In this episode, Jin shares her interesting past experience and thorough research on Providend before making a career switch to join us. Even though Jin has only been with us for a short time, her interest in personal wealth and passion to do the right thing will surely make her a great co-host, alongside Isaac!

Meanwhile, stay tuned for the next episode where Chris discusses more about his first article of 2024 on The Business Times!

If you are interested in joining our Providend Associate Adviser Programme, kindly visit this link to find out more: https://providend.com/careers/

Music courtesy of ItsWatR.

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode every Thursday at 8pm: http://www.youtube.com/@ProvidendSG

Every Monday, Providend’s Money Wisdom will discuss popular wealth topics to share some money wisdom in navigating through the minefields of misinformation and false promises so you can achieve financial security and peace of mind.

Also available in video format on YouTube every Thursday at 8pm.

An original podcast produced by Providend Ltd.

Do you have any feedback or questions? Write to us at [email protected]