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 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 what sets Providend apart, when it comes to crafting a customised wealth plan, specific to each client’s unique life events and non-negotiable life goals.
A good life varies from person to person and it is crucial to have a deep understanding of each client’s needs, and existing resources, putting it through scenario modelling, before we even start to discuss product recommendations or implementations. This third meeting is what Providend terms a “Presentation of Analysis” meeting, which happens after the first two meetings, mentioned in our earlier podcast.
You may also enjoy the video version of this podcast here:
For more information on getting a signed-copy of our Money Wisdom book mentioned by Isaac, and other publications, you can visit this link.
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.
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here. If you are keen to dive into the specific mini-series episodes, you may do so here:
- The Story of Our Clients’ Wealth Journey: This mini-series delves into the wealth management journeys of our clients.
- The Brain Behind: Christopher Tan, our CEO and regular contributor to The Business Times’ Money Wisdom column, will discuss the thoughts and insights behind selected articles.
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.
For more related resources, check out:
1. Podcast Season 1, Episode 42: The Wealth Management Minefield
2. Budgeting as a Key Pillar to Holistic Wealth Management
3. Hiking and Wealth Management: The Great Adventure
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Being a trusted adviser to our affluent clients for over two decades, let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.
