Providend's Money Wisdom Providend Ltd

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.
Mentioned in this episode:
Chicken Soup eBook Download

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.
Mentioned in this episode:
RetireWell eBook Download

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.
Mentioned in this episode:
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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.
Mentioned in this episode:
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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.
Mentioned in this episode:
RetireWell eBook Download