Archives

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 [...]

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 [...]

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 [...]

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 [...]

Having survived multiple market crises in our investment journey since 2001, we know what works and what won’t work. In this week’s Money Wisdom episode, co-host Isaac sits down with CEO [...]

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 [...]

In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to, so our [...]

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 [...]

“You Shouldn’t Buy a Lottery Ticket” It’s pretty straightforward, and most would agree it’s financially wise. But if you told someone who just won millions from the lottery that buying a ticket [...]

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 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 [...]

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 [...]

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, [...]

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 [...]

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 [...]

More often than not, many investors assume that once they have completed their wealth plan when they are younger, they do not need to revisit it. However, this is not a reliable approach to [...]

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 [...]

After finding the right instrument to invest in, the next question many investors might have is whether they should invest their entire amount all at once (Lump Sum) or spread it out over a few [...]

The third quarter of 2023 has been a challenging three months, as the MSCI All Country World IMI Index and the Bloomberg Global-Aggregate, our references for equities and bonds respectively, both [...]

Investment-Linked Policies (ILPs) have always been a heavily debated and controversial topic among investors. To make matters worse, there are multiple types of ILPs being sold, and all with [...]

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 [...]