AI vs Human Advisers: Who Do You Trust After a $3 Million Inheritance? (S5E07)
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 [...]
Avoid These Mistakes in Equity Investing
In managing in excess of S$1.7 billion worth of our clients’ assets, we know what works and what will not work when it comes to the reliability and sufficiency of investment returns. To share our [...]
The Return on Our Spending: How to Make Your Money Matter (S4E39)
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 [...]
How to Invest During High Inflation
Having gone through multiple market crises together with our clients since 2001, we know what works and what will not work when it comes to the reliability and sufficiency of investment returns. [...]
AI vs Human Advisers: Who Do You Trust With Retirement and Career Transitions? (S5E01)
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 [...]
Holistic Legacy and Estate Planning: The Vital Role of Wealth Advisers (S4E37)
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 [...]
Avoiding the Trap of Knowing Too Much (S4E34)
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 [...]
When My Article on ILPs Sparked Conversations I Never Saw Coming (S4E33)
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 [...]
Purposeful Succession: Planning for the Next Generation (S4E28)
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 [...]
Luxury with Limits: What I Learned About Money from My Parents
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 [...]
What ‘Staying Invested’ Doesn’t Tell You (S4E14)
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 [...]
Legacy Planning: It’s More Than Just Writing a Will (S4E11)
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 [...]
Is Bitcoin Worth the Risk for Your Retirement and Life Goals? (S4E7)
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 [...]
Does the CPF Special Account Closure Affect Only CPF-Rich Members? (S4E4)
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, [...]
Health Span: The Missing Piece in Retirement Planning – The Brain Behind (S3E24)
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 [...]
Why a Good Outcome Doesn’t Always Mean You Made a Good Decision
“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 [...]
How Providend Guides Clients Through Lifelong Wealth Planning Conversations (S3E21)
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 [...]
How Providend Helps Clients Build a Legacy Beyond Assets (S3E19)
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 [...]
Essential Steps for a Successful Business Succession Plan (S3E18)
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 [...]
Navigating Your Business Exit Plan Successfully (S3E16)
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 [...]
Wealth Management to Reach Your Unique Life Goals Reliably (S3E14)
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 [...]
Wealth Management: Bespoke Wealth Plans & Scenario Modelling (S3E12)
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 [...]
The Providend Process: Steps No Other Wealth Adviser Takes (S3E10)
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 [...]
Two Essential Characteristics of a Trusted Wealth Adviser (S3E08)
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 [...]
How to Choose a Wealth Adviser You Can Trust (S3E07)
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, [...]
Top Reasons Why Clients Choose Providend (S3E05)
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 [...]
S2E37: Does Property Fit into Your Overall Investment Portfolio?
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, [...]
S2E36: The Brain Behind – Are ILPs Finally Suitable for Your Portfolio?
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 [...]
S2E35: How Does Providend Coach Our Clients Through Financial Crises?
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 [...]
