Providend's Money Wisdom

As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund Advisors' Global Advanced Conference. During this trip, he visited San Francisco, Dallas, and Austin, and returned with insights on homelessness, succession planning, and retiring in a foreign land. In this week’s Money Wisdom episode, our co-host Am...

Welcome back to part seven of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we continue exploring 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...

As Asia’s leading fee-only wealth advisory firm, we understand the challenges faced by business owners who are focused on growing their enterprises and may not have had the chance to develop a comprehensive business exit and succession plan. In this week’s Money Wisdom episode, Isaac interviews Jerome Song, Associate Director of Business Exit at Providend, about the critical aspects of a successfu...

Being a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, encourages us to think beyond the financial aspects of retirement, considering the emotional and psychological readiness that is often overlooked. In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team digs deeper into this topic with Chris, discussing the importa...

As the leading fee-only wealth advisory firm in Asia, we understand the challenges faced by our clients who are business owners with a lot on their minds to grow their businesses and may not have had the chance to think through a business exit and succession plan. In this week’s Money Wisdom episode, our co-host Isaac talks to Jerome Song, Associate Director, Business Exit of Providend, to discuss...

As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, shares the lessons he has learnt in Legacy Planning in his Business Times article. With almost three decades of experience in planning for clients, Chris has many stories to share when it comes to Legacy Planning—often mistaken for Estate Planning. In this week’s Money Wisdom episode, our co-host Amelia from th...

Welcome back to part six of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", 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...

As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, discusses in his Business Times article why you should not simply invest in the S&P 500 alone. With competing views from sources like Business Insider claiming that the S&P 500 will hit 8,000 to 15,000 points by the end of the decade, does this trigger a 'fear of missing out' for you? In this week’s Mon...

Welcome back to part five of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", 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 shar...

As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher's Business Times article discusses the critical mistake that business owners often make, when they do not integrate their business with their personal wealth planning. In this week’s Money Wisdom episode, our co-host Amelia, from the Brand Experience team, sits down with Chris to explore the emotional aspects an...

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 look...

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 Mornings...

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 a...

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...

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 epi...

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 s...

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-retir...

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 epis...

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, elaborat...

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...

Did you know that Dave Butler, Co-CEO of Dimensional Fund Advisors (DFA), was a former professional basketball player? Standing at over two metres tall, how did he come to and stay in his role at DFA for the past 28 years, instead of pursuing his career in basketball? In this week’s Money Wisdom episode, Dave recounts his journey in one of the biggest fund management companies in the world. With t...

Having a roof over your head is one of the necessary aspects of life. However, nowadays, many people in Singapore view properties as an investment and often even prefer these over equities. So, the question arises: Should you focus on property investment? In this week's Money Wisdom episode, Chin Yu discusses why people might prefer to invest in properties over equities and whether Providend consi...

With the latest changes to investment-linked policies (ILPs), many investors may be contemplating the inclusion of this product in their investment portfolios. This prompted our CEO, Chris, to write his latest article in his The Business Times column, addressing the suitability of ILPs for your investment strategy. In this week's Money Wisdom episode, Chris expounds on the four pillars of our inve...

It is inevitable to avoid crises or market downturns during your long-term investment journey. While we acknowledge that some turbulence is normal in any flight, it doesn't guarantee our hearts can always withstand the market's volatility. That’s why, at Providend, we are committed to coaching our clients even before they embark on their investment journey.  In this week's Money Wisdom episod...

At Providend, we've always advocated an evidence-based approach when investing your money and do not attempt to time the market. One might assume that, as long as you invest your money this way, you would be in good shape. However, another crucial piece of the puzzle is using the right instrument with the right investment manager. This was why Providend decided work with Dimensional Fund Advisors...