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 wealth advisory firm, we are honoured to be able to sit down with Richard, to reflect on how he came to know about Providend, why he continues to trust us in his wealth planning, and the value he sees in partnering with us over these many years.

In this week’s Money Wisdom episode, Chris discussed with Richard on why Providend stood out to him, the value of our advice, and Richard's experience with three different client advisers at Providend.

It is truly a privilege that we are able to see our clients through their journey from climbing the corporate ladder, being family-stewards, to walking towards retirement and fulfilling their life goals. Providend is very honoured to be part of this process for Richard's life and we want to take the chance to say thank you to all our clients that have been with us and trusted us for so many years.

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.

Music courtesy of ItsWatR.

The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

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 on Thursday at 8pm.

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 Experience Team chats with Chris about his own experience getting caught up in short-term market trends and how he lost a significant sum in the '90s.

At Providend, we prioritise understanding clients’ life goals and major milestones before focusing on financial objectives and selecting suitable instruments. We call these Ikigai goals, and Chris walks us through a case study of John and Amy, a couple in their 50s, who are seeking guidance on retirement, estate, and legacy planning.

You can read Chris’s article in The Business Times on this topic here: https://providend.com/8-steps-highest-probability-success-money-life

Stay tuned for our next episode, where Chris interviews Richard, CEO at TÜV SÜD PSB ASEAN, our client of 17 years to date!

Music courtesy of ItsWatR.

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.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

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 on Thursday at 8pm.

Mentioned in this episode:

Subscribe to Our Mailing List Today!

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

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. These stories range from why they sought guidance, the challenges they faced before meeting us, and their journey with Providend.

In this week’s Money Wisdom episode, our co-host Isaac talks to Evelyn, our Deputy CEO & Chief Advisory Officer, about what happens after the planning is done for our clients and the importance of lifelong conversations. The planning is much like a wedding, but afterwards, maintaining a healthy marriage requires regular conversations, as clients' situations will change through different seasons.

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.

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

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 on Thursday at 8pm.

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 Amelia from the Brand Experience Team chats with Chris about how young Singaporeans can strike a balance between homeownership and saving for the future, without compromising their quality of life.

With housing prices and job security being major concerns, Chris offers advice on how you can live the good life—one that Chris defines as ‘living where you belong, with the people you love, doing purposeful work.’

You can read Chris’s article in The Business Times on this topic here: https://providend.com/what-my-us-trip-taught-me-about-homelessness-succession-planning-retiring-overseas/

Stay tuned for our next episode, where Isaac interviews Evelyn, our Deputy CEO & Chief Advisory Officer, on the importance of having lifelong conversations with our clients.

Music courtesy of ItsWatR.

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.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

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 on Thursday at 8pm.

Mentioned in this episode:

Download Investment eBook Today!

TBC

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 with us. These stories range from why they sought guidance, the challenges they faced before meeting us, and their journey with Providend.

In this week’s Money Wisdom episode, our co-host Isaac talks to Evelyn, our Deputy CEO & Chief Advisory Officer, about the "Advanced Planning" process we implement after our clients' wealth plans have been put into place. They discuss the importance of End-of-Life Planning, Legacy Planning, and Estate Planning, highlighting that there are nuances in planning for our clients' Advance Medical Directive (AMD), Lasting Power of Attorney (LPA), and Advance Care Plan (ACP).

Isaac and Evelyn expand on why it is truly a privilege of the Client Adviser to help clients reflect on their values and goals, ensuring their estate and legacy plans aren’t just about assets but also the meaningful stories and relationships they leave behind.

As Isaac mentioned in the podcast introduction, you can refer to these past two podcast episodes for more details on End-of-Life Planning:

• All You Need to Know About End-of-Life Planning (Episode 16)
• All You Need to Know About Estate Distribution, Estate Creation & Estate Preservation (Episode 20)

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.

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

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 on Thursday at 8pm.

Mentioned in this episode:

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/

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 successful succession plan, including preparing future leaders and retaining top talent during what can be a challenging transition.

With over two decades of experience in finance, mergers and acquisitions, strategy, and people development, Jerome discusses how he partners with business owners to determine if a family member is suitable to succeed the business. He also cites successful succession planning case studies from companies such as Apple and Bengawan Solo.

You may also be interested in an earlier podcast where Jerome discusses how Benny Se Teo, founder of Eighteen Chefs, successfully exited his business, highlighting the importance of accurate business valuation and finding the right buyer to ensure business continuity and employee welfare.

Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. Reach out to us today to start crafting your tailored business exit plan, integrating it into your personal wealth plan: https://providend.com/our-clients/service-enquiry-form/

Stay tuned for our next episode, where Isaac interviews Evelyn, our Deputy CEO & Chief Advisory Officer, on the topic of Advanced Planning!

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

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 on Thursday at 8pm.

Mentioned in this episode:

Subscribe to Our Mailing List Today!

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

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 importance of having a strong community of friends during retirement, the hardest thing for him to let go of at Providend, and advice he would give to someone who feels anxious about losing their sense of purpose.

If you have closely tied your identity to your career, you do not want to miss this episode.

You can read Chris’s article in The Business Times on this topic here: https://providend.com/beyond-finances-are-you-really-prepared-for-retirement/

We welcome you to register for our upcoming Providend’s Heritage Webinar on 10 September 2024, at 7:30pm here and we hope to see you there: https://us06web.zoom.us/meeting/register/tZYrcuGppjgtHNFkyOB6oEz3-kaaWxr7CQLM#/registration

Stay tuned for our next podcast episode, where our co-host Isaac will be having a conversation with Jerome Song, our Associate Director of Business Exit.

To receive first-hand wealth insights from our team of experts, we invite you to subscribe to our weekly newsletter: https://providend.com/#newsletter-subscribe

Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. We can help you with your retirement planning and unique life goals—make an enquiry with us today: https://providend.com/our-clients/service-enquiry-form.

Music courtesy of ItsWatR.

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.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

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 on Thursday at 8pm.

Mentioned in this episode:

Download our RetireWell™ eBook Today!

Our popular RetireWell™ eBook has been updated! RetireWell™ is a methodology that Providend has developed to design a retirement income plan that will provide you with a safe and reliable stream of income for the rest of your life. Check out the link here to download a complimentary copy of the full eBook today: https://providend.com/publications/#retirewell

Register for our Providend Heritage Webinar!

If you’ve ever wondered how Providend, Southeast Asia’s first fee-only wealth advisory firm, stands apart from traditional commission-based models, this is your chance to find out. Join us to see if fee-only advice is right for you and get practical tips to make smarter financial decisions so you can live the good life you’ve always desired. Simply click the link here to register:...

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 the most pressing issues for small and medium-sized business owners. Jerome brings listeners through the Value Acceleration Methodology that can be broken down into three gates: Discover, Prepare, and Decide.

Jerome discusses how Benny Se Teo, the founder of Eighteen Chefs, successfully exited his business, emphasising the importance of an accurate business valuation and finding the right buyer to ensure the continuity of the business and the welfare of the employees.

With over two decades of experience in finance, mergers and acquisitions, strategy, and people development, you need not be a business owner to pick up nuggets of wisdom from Jerome in this podcast!

With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. Reach out to us today to start crafting your tailored business exit plan, integrating it into your personal wealth plan: https://providend.com/our-clients/service-enquiry-form/

You may also be interested in an earlier podcast on Business Exit with our CEO & Founder, Christopher: https://providend.com/s3e11-key-considerations-for-your-business-exit-plan-the-brain-behind/

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.

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

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 on Thursday at 8pm.

Mentioned in this episode:

Subscribe to Our Mailing List Today!

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