Providend's Money Wisdom

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...

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...

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...

“At 17, my goals were simply to make more money to afford regular meals like chicken rice.” The chairs are switched in this very special episode of  The Providend Conversation: Living the Good Life , where we are honoured to have Michelle Martin in conversation with our CEO,  Christopher . In this candid chat, he shares his personal life — speaking on money, family, career, parenting, an...

“I have my wife who is my pillar and rock, and also my little baby who can’t say much but at least I can hug him after a long day from work, and I can then say: Okay, the day is good.” As the leading fee-only wealth advisory firm in Asia, we’ve always advocated for making life decisions before money decisions—especially when it comes to your hard-earned money. In this episode of “The Providend Con...

Having survived multiple market crises in our investment journey since 2001, we know what works and what won't work. In this week’s Money Wisdom episode, co-host Isaac sits down with CEO Christopher Tan to unpack why saying “stay invested” without the right context might actually do investors a disservice. They explore whether it’s better to be a pessimist or an optimist during uncertain time...

Welcome to the second 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,...

“I want to live a more colourful life, I want to experience more of the world, I want to see different aspects of the healthcare industry, and also the world in general.” As the leading fee-only wealth advisory firm in Asia, we have always advocated that when it comes to your hard-earned money, life decisions should come before money decisions. That’s exactly what Dr Tang did. Unlike most doctors,...

Being a trusted adviser to our affluent clients for over two decades, legacy planning is about more than just Index-linked Universal Life Policies (ULPs) or wills and trusts. In this week’s Money Wisdom episode, our co-host Isaac has a heart-to-heart talk with our CEO, Christopher, on the importance of starting your legacy planning now, instead of waiting until you are older. In fact, what is the...

Welcome to the second 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. The...

“We feel that social media is flooded with a lot of negativity, so we wanted to create a space where we can celebrate the everyday Singaporean and promote positive values.” As the leading fee-only wealth advisory firm in Asia, we have always advocated for our clients to make life decisions before money decisions, when it comes to their hard-earned money. In this episode of “The Providend Conversat...

Welcome to the second episode of our miniseries for Finding Your Ikigai, where we invite a series of guests to explore what it means to live a good life, incorporating the concept of Ikigai and Providend’s Philosophy of Sufficiency. Being a trusted adviser to our affluent clients for over two decades, we have always advocated for our clients to first make life decisions before financial decisions....

In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to, so our clients can reach their life goals reliably, with peace of mind. In this week’s Money Wisdom episode, our co-host Isaac talks to our CEO, Christopher, about cryptocurrencies, including Bitcoin, and whether they...

As the leading fee-only wealth advisory firm in Asia, we have always advocated our clients to make life decisions before money decisions, when it comes to their hard-earned money. In this episode of “The Providend Conversation”, we are honoured to have Der Shing and Shao-Ning share their journey from running a business to running a family, with our CEO, Christopher. Der Shing and Shao-Ning reflect...

Welcome to the first episode of our Milestones by Decade mini-series! We’re thrilled to kick off this series, diving into insightful conversations with our Client Advisers. In each episode, we’ll 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...

As the leading fee-only wealth advisory firm in Asia, Providend has consistently guided clients on incorporating CPF into their comprehensive wealth plans. In this week’s Money Wisdom episode, our co-host Isaac talks to our CEO, Christopher about the CPF Special Account closure on 19 January 2025, which had an impact on approximately 1.4 million CPF members. Chris highlights the importance of firs...

As the leading fee-only wealth advisory firm in Asia, our wealth management philosophy of making life decisions before money decisions is born out of our experiences managing our clients' hard-earned money for over two decades. In this episode of "The Providend Conversation", we are honoured to have Mr Loo Cheng Chuan share with our CEO, Christopher, on a personal level as he shares more about his...

This marks the first episode of our miniseries for Finding Your Ikigai , and we are really excited to begin this series, as we invite a series of guests to explore what it means to live a good life, incorporating the concept of Ikigai and Providend’s Philosophy of Sufficiency. Being a trusted adviser to our affluent clients for over two decades, we have always advocated for our clients to first ma...

Welcome to the first episode of Providend’s Money Wisdom Podcast Season 4! We hope everyone is looking forward to what we have in store for you this year. As the leading fee-only wealth advisory firm in Asia, we have been guiding our clients for over two decades, encouraging them to make life decisions first, before money decisions. For this season, we will have various mini-series covering topics...

Having survived multiple market crises in our investment journey since 2001, we know what works and what won't work. In this week’s Money Wisdom episode, Amelia from the Brand Experience Team talks to Isaac, our Client Adviser, about why a good outcome from your investments may not mean you had made a good decision to begin with. They also discuss why it is so difficult for clients to let go...

As Asia's leading fee-only wealth advisory firm, we are honoured to feature Dr Peng Chen, our Senior Advisor and Director at Providend, in this special podcast episode.  Dr Peng is the co-inventor of the Ibbotson-Chen model – a data-focused approach that breaks down the components contributing to equity market returns and uses them to estimate forward-looking expected returns. This model earn...

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 critical role of health span in retirement planning and how it is often...

Welcome back the final part of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey of our clients. This final episode is a very special episode, where we have our Founder and CEO, Christopher, interview one of our clients, Richard Hong, CEO at TÜV SÜD PSB ASEAN, our client of 17 years to date.  As Asia's leading fee-only wealt...

As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was recently invited to Guangzhou. During his visit, Chinese stocks rose by 5.93%, driven by the government’s pledge of fiscal stimulus, only to retreat by 7.05% the following day—a phenomenon we might call a market frenzy. In this week’s Money Wisdom episode, our co-host Amelia from the Brand Expe...

Welcome back to part eight of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey of our clients. As Asia's leading fee-only wealth advisory firm, we have received 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. T...