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 The Road Ahead: Passing the Baton to the Next Generation
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The Road Ahead: Passing the Baton to the Next Generation

Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and [...]

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 Laying the Groundwork: Guiding a $30 Million Business Succession Plan
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Laying the Groundwork: Guiding a $30 Million Business Succession Plan

Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and [...]

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 I’m in My 60s—Here’s the Advice I Wish I Knew in My 50s (S4E31)
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I’m in My 60s—Here’s the Advice I Wish I Knew in My 50s (S4E31)

Welcome to the fourth and final episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each [...]

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Built to Last: Sustaining Legacy and Stewardship Across Generations

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The First Peak: Navigating Your Property Journey

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 Matthias Tan
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Matthias Tan

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 Matthias Tan
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Matthias Tan

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 I’m in My 50s—Here’s the Advice I Wish I Knew in My 40s (S4E25)
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I’m in My 50s—Here’s the Advice I Wish I Knew in My 40s (S4E25)

Welcome to the third episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we [...]

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A Different Wealth Journey: The Fee-Only Difference

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 Finalising a $68 Million Legacy Plan with a Family Trust and Letter of Wishes (S4E20)
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Finalising a $68 Million Legacy Plan with a Family Trust and Letter of Wishes (S4E20)

Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard [...]

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 Selecting the Ideal Trustee for a $68 Million Estate and Legacy Plan (S4E19)
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Selecting the Ideal Trustee for a $68 Million Estate and Legacy Plan (S4E19)

Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard [...]

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 Protecting Wealth and Family Harmony in a $68 Million Estate & Legacy Plan (S4E18)
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Protecting Wealth and Family Harmony in a $68 Million Estate & Legacy Plan (S4E18)

Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard [...]

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 Legacy Lessons From a $68 Million Dollar Family Story (S4E17)
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Legacy Lessons From a $68 Million Dollar Family Story (S4E17)

Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard [...]

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Business Exit – Maximize Business Value and Prepare for Future Opportunities

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 I’m in My 40s—Here’s the Advice I Wish I Knew in My 30s (S4E13)
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I’m in My 40s—Here’s the Advice I Wish I Knew in My 30s (S4E13)

Welcome to the second episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we [...]

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 Loi Jia Ling
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Loi Jia Ling

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 Singapore Budget 2025: Key Changes and How They Impact You
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Singapore Budget 2025: Key Changes and How They Impact You

Prime Minister and Finance Minister Lawrence Wong delivered the Singapore Budget 2025 titled “Onward Together for a Better Tomorrow” on 18 February 2025. Considering geopolitical tensions and [...]

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 Loi Jia Ling
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Loi Jia Ling

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 I’m in My 30s—Here’s the Advice I Wish I Knew in My 20s (S4E5)
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I’m in My 30s—Here’s the Advice I Wish I Knew in My 20s (S4E5)

Welcome to the first episode of our Milestones by Decade mini-series! We’re thrilled to kick off this series, diving into insightful conversations with our Client Advisers. In each episode, we’ll [...]

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Foo Jit Hwee

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 Foo Jit Hwee
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Foo Jit Hwee

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 Starting 2025 Right: Money Wisdom for Living a Good Life This Year (S4E1)
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Starting 2025 Right: Money Wisdom for Living a Good Life This Year (S4E1)

Welcome to the first episode of Providend’s Money Wisdom Podcast Season 4! We hope everyone is looking forward to what we have in store for you this year. As the leading fee-only wealth advisory [...]

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 When Good Outcomes Hide the Risks of Overconcentrating in One Stock (S3E26)
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When Good Outcomes Hide the Risks of Overconcentrating in One Stock (S3E26)

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, Amelia from the Brand Experience [...]

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 CPF Special Account Closure After 55: How to Prepare for 2025
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CPF Special Account Closure After 55: How to Prepare for 2025

As you may be aware, the CPF Special Account (SA) for members aged 55 and above will be closed starting in the second half of January 2025. This change was first announced during Budget 2024 in [...]

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 Achieving the Highest Probability of Success in Money and Life (S3E22)
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Achieving the Highest Probability of Success in Money and Life (S3E22)

As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was recently invited to Guangzhou, where he had the opportunity to speak with Chinese [...]

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 MediShield Life: What the Latest Announced 2024 Changes Mean for You
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MediShield Life: What the Latest Announced 2024 Changes Mean for You

The MediShield Life Council recently concluded its 2024 review of our national health insurance scheme. Such reviews are scheduled every three years, but this cycle was delayed by a year due to [...]

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 Reflections on US Homelessness, Succession Planning, and Retiring Overseas (S3E20)
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Reflections on US Homelessness, Succession Planning, and Retiring Overseas (S3E20)

As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund Advisors’ Global Advanced Conference. [...]

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 Essential Podcasts for Young Adults: Kickstart Your Financial Wisdom
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Essential Podcasts for Young Adults: Kickstart Your Financial Wisdom

As you embark on your journey through life, understanding how to manage money is one of the most valuable skills you can develop. To help you get started, we have curated a podcast ‘starter-kit’ [...]

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 Beyond Finances: Are You Really Prepared for Retirement? – The Brain Behind (S3E17)
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Beyond Finances: Are You Really Prepared for Retirement? – The Brain Behind (S3E17)

Being a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, encourages us to think beyond the financial aspects of retirement, considering the [...]

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 4 Key Lessons Learnt in Legacy Planning – The Brain Behind (S3E15)
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4 Key Lessons Learnt in Legacy Planning – The Brain Behind (S3E15)

As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, shares the lessons he has learnt in Legacy Planning in his Business Times article. With almost three [...]

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