Providend's Money Wisdom

As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many have asked: Could AI truly replace a human wealth adviser? Being trusted advisers to our affluent clients for over two decades, this Providend series began with an article by our Client Advisers on clients navigating major life transitions. The podcast...

Having gone through multiple market crises together with our clients since 2001, we know what works and what will not work when it comes to the reliability and sufficiency of investment returns. To share our insights, we are pleased to introduce our "Investment 101" video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, discu...

Weekly on Mondays at 8am, Providend’s Money Wisdom will share how you can gain clarity in your own “ikigai decisions” and make wise financial choices to support them. That, to us, is the essence of money wisdom and what we want you to take away from listening to our podcast. Also available in video format on our YouTube channel fortnightly on Thursdays at 8pm. An original podcast produced by...

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy, making ikigai decisions before money decisions, is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets. In this week’s Money Wisdom episode, and our final episode of 2025, our co-host Isaac chats with Chris about his latest Business Times' article title...

Being a trusted adviser to our affluent clients for over two decades, we know what works and what won’t work, when it comes to helping our clients meet their non-negotiable life goals. In this episode, we are glad to be joined by one of Providend’s clients,  Matthew Elton , Founder and Managing Director of Hotlotz, a leading auctioneer in Singapore. Matthew prides Hotlotz on their honesty, in...

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets. In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about why trusts are more than just tools for asset distribution. Chris shares...

“A good life must have God in it, for me. Without Jesus in my life, I wouldn’t be living a good life.” In this special edition of The Providend Conversation: Living the Good Life, we are delighted to be joined by Mr Philip Ng, who reflects on his personal journey, his values, and how he leads his firm with a servant-leader mindset, guided by his faith. Mr Philip Ng is the CEO of the private r...

Welcome to the final episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend’s Philosophy of Sufficiency. As trusted advisers to affluent clients for over two decades, we’ve always advocated that clients prioritise life decisions before financial ones. These life...

Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement and transitioning their business to the next generation. In this final bonus episode of Legacy Beyond Wealth , Richard and Eva return to Providend with...

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets. In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about how too much knowledge might actually make us poorer, drawing lessons from...

Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement and transitioning their business to the next generation. After completing their family legacy plan, Richard and Eva now face another major milestone: p...

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets. In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about the article that unexpectedly stirred up conversations across the advisory...

In this episode, we are delighted to be joined by the lovely Ms Ong Bee Yan, who shares how she blossomed from a shy young woman with low self-esteem into the face of ageless fashion. Joining her is Christopher Tan, our Founder and CEO, who has been a trusted adviser to our affluent clients for over two decades. Bee Yan started her modelling career at the golden age of 63 and has never looked back...

Welcome to the fourth and final episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we reflect on the lessons and advice they wish they’d received a decade ago, offering practical tips for navigating key milestones, from your 20s to your 50s. As the leading fee-only wealth advisory fir...

“A lot of people have thought about happiness and what it means to have a good life, and I would subscribe to this: We only have one life to live, and what can we do that would outlast our lives in the next 50-60 years?” We are glad to share part three, the final episode of our Providend Conversation with Jeshua, a 28-year-old who travelled during the COVID-19 pandemic to over 50 countries, naviga...

Welcome to the sixth episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend’s Philosophy of Sufficiency.  As trusted advisers to affluent clients for over two decades, we’ve always advocated that clients prioritise life decisions before financial ones. Thes...

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets. In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about the importance of planning for the next generation of leaders at Providend,...

“It’s not about the ability to retire but also how we utilise the time while we are on this planet. In the last three years, I was travelling with just one backpack. Every item I buy has to fit in that backpack. If I buy something new, it means that I have to give up something else.” We are back with part two of our Providend Conversation with Jeshua, a 28-year-old who travelled during the COVID-1...

Being a trusted adviser to our affluent clients for over two decades, Providend celebrates its 24th birthday this year, a milestone that reminds us just how far we’ve come! In this special Money Wisdom episode, we sat down with three of our leaders: Christopher Tan (Group CEO), Moon Shary (Group COO & Executive Director), and Evelyn Goh (Deputy CEO & Chief Advisory Officer), to answer some...

Welcome to the third episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we reflect on the lessons and advice they wish they’d received a decade ago, offering practical tips for navigating key milestones, from your 20s to your 50s. As the leading fee-only wealth advisory firm in Asia,...

“Some of the guesthouses are closed due to the pandemic, so I had to pitch a tent along the road to stay a night.” In this three-part episode, we are joined by Jeshua, a 28-year-old who travelled during the COVID-19 pandemic to over 50 countries, in a span of three years! He navigated through the uncertainty of vaccinations and avoided quarantines & visa applications, all while he was working...

Welcome to the fifth episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend’s Philosophy of Sufficiency.  As trusted advisers to affluent clients for over two decades, we’ve always advocated that clients prioritise life decisions before financial ones. Thes...

“At some point in time, we see the higher purpose of why we are doing certain things.” This reflection sets the tone for our latest episode, where we are glad to sit down with Terence Quek to hear about his journey to discovering his life purpose—and how he is living it out today. As the leading fee-only wealth advisory firm in Asia, we’ve always believed that life decisions should come before mon...

Welcome to the fourth episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend’s Philosophy of Sufficiency. As trusted advisers to affluent clients for over two decades, we’ve always advocated that clients prioritise life decisions before financial ones. These lif...

Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they’ve built? And most importantly, h...