PHILOSOPHY

Each of our experienced advisers has their own focus of expertise within the field of wealth advisory. We are the first wealth management firm in Singapore with a team with different skills and knowledge to give you the most competent, holistic solution.

The First Fee-Only
Wealth Advisory
Firm in Southeast Asia
And a Leading Wealth Advisory Firm in Asia

We are a mid-sized ensemble, professional practice firm that focuses on doing the right thing. As an independent wealth adviser and fund management company licensed by MAS, we offer various solutions to assist you in the area of wealth management.

Over the years, we have come to be known as a specialist in retirement planning—accumulating towards retirement and drawing-down in retirement. Many of our clients have private banking relationships but engage us as their trusted adviser for valuable 2nd opinion.

HERE’S HOW WE ADD VALUE→ 

The Light of the Financial World

WHY FEE ONLY?

No Hidden Charges.
No Conflict of Interest.

By operating solely on a fee basis, all our clients pay us a fixed fee for planning their finances. We do not accept any fees or compensation from product providers at all.

With this model, there is no conflict of interest and our loyalty is to you — making sure that the advice we provide is the best possible for your unique wealth situation.

OUR PURPOSE

As a Family of People Driven by Passion

We exist to serve our families of clients to fulfill their dreams and achieve their life purpose by providing them with honest, independent and competent advice.

We seek to inspire our clients to first make life purpose decisions before making financial decisions.

We believe in giving time-tested, prudent and holistic financial solutions, even if it means being different.

We strive to be the light of the financial world.

This is what drives us.
This is why we exist.
This is our Purpose.

Our Clients’ Stories

OUR JOURNEY

With over two decades of experience, Providend has come a long way in advocating for transparency in the industry. We have been tried and tested through many financial crises. Despite the cynics in our early days, we are the proof that ethical and honest approach in wealth management industry can also be effective.

2001

The Day The World Changed

September 11, 2001 was the day terrorism changed the world we lived in. For Providend, it was also the day we signed our office lease—the beginning of our story. The devastated economy from the world-changing event was the first test thrown at us, striving for a business model that is different from the others.

2003-2007

Daring to be Different

With the Financial Advisers Act implemented, we officially opened for business.

We were appointed as external consultants to develop CPF Retirement Planner, a national retirement planning tool.

2008

Put to the Test

And then came the worst financial crisis since the Great Depression. This 2nd big test of faith was a turning point for our investment philosophy

We wanted to provide our clients a successful investment experience not just in the good times, but even through crisis.

2009-2013

Paving New Ways Forward

One of our Founders, Christopher Tan, received the prestigious Most Promising Entrepreneur Award at the Asia Pacific Entrepreneurship Awards 2009.

We also developed a proprietary planning methodology for different stages of life, such as RetireWell.

2014-NOW

Staying True to Conviction

Launched Singapore’s first insurance comparison website—DIYInsurance, which allows clients to plan and choose their insurance independently online. 

Today, we still stay true to how we started—giving conflict-free advice so that our clients can achieve their life goals with no ambiguity.

Our Team

Each of our experienced advisers have their own focus of expertise within the field of wealth advisory. We are the first wealth management firm in Singapore with a team with different skills and knowledge to give you the most competent, holistic solution.

Providend

We Are Here to Help.

If you would like an honest second opinion on your current investment portfolio, financial outlook or retirement plan, make an appointment with us today.

There will be no fees charged at the first meeting.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

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