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As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many have asked: could AI truly replace a human [...]

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy, making ikigai decisions before money decisions, is rooted in our experience of managing [...]

As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many have asked: Could AI truly replace a human [...]

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decisions—is rooted in our experience of managing over [...]

If you’ve read my previous articles, you’ll know I’ve typically shied away from sharing personal stories. I’ve leaned more towards the technical side of things—not because I’ve had a [...]

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 [...]

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, [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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, [...]

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 [...]

In a previous article written for The Business Times, Chris, our CEO, explained the different ways an adviser could be compensated – commission-based, fee-based, or fee-only. However, it is [...]

Previously from other big financial institutions, Joyce and Zhi Han both coincidentally applied for an advisory role at Providend after watching this video where Christopher, our CEO, shares the [...]

With the recent COE prices reported to be at an all-time high, the idea of owning a car in Singapore has become even harder to justify. In this episode, our Client Adviser, Ray Zheng, shares the [...]

Recession, the pandemic and shifting demographics are intensifying the pressures on the ‘sandwich generation’ – those taking care of both their elderly parents and young children. This can put a [...]

Estate planning is an essential component of both life and wealth planning that is often overlooked. Neglecting this critical aspect can lead to dire consequences, leaving loved ones with [...]

The total cost of university education can range from $100,000 to $1 million in SGD today, depending on many factors such as country, university, academic field, degree level, inflation, and [...]

*Due to unforeseen circumstances, we will be postponing the episode on Investment-linked policies to a later date. Do keep a look out for it in the coming months and meanwhile, we hope you will [...]

One of the most challenging aspects of insurance planning is determining how much coverage you need. Buy too little insurance and you won’t have enough to get through a tough situation when you [...]

Are you making the most of your CPF account? In this episode, Isaac discusses the strategies for optimising your CPF accounts and integrating them into your personal wealth plan with Tan Chin Yu, [...]

Making the shift from a saver (while you accumulate) to a spender (while you retire) can be a surprisingly hard part of retirement. In this episode, Isaac speaks with our Client Adviser, Bryan [...]

22 years ago, a group of like-minded people with a conviction to provide conflict-free wealth advice to their clients came together and founded Providend. In this episode, our CEO, Christopher [...]

In the world of investing, there are many different opinions on how the stock market is performing today and in the near future. These opinions vary vastly, even amongst established financial [...]