Have you ever been to the doctor and not followed their advice? Perhaps they told you to quit smoking, avoid certain foods, or take up a new [...]
Bryan Reginald Chan, CFP®
Bryan believes that wealth planning is about allocating your resources in a way that reflects what you truly care about; and that open, honest, lifelong conversations are the key to meaningful wealth advisory relationships.
Bryan holds a bachelor’s degree in economics with a second major in psychology, and a master’s degree in professional counselling. He supports professionals, executives and business owners in crafting and living out wealth plans that are true expressions of their values.
It was while working with counselling clients that it became clear to him that many major stresses in life have a link to money, and how comprehensive wealth plans can be powerful tools that help people to achieve their retirement dreams, as well as deal with the financial implications of medical crises, cashflow and liquidity issues, and family conflicts resulting from a lack of adequate estate planning.
He is passionate about giving his clients assurance and a sense of security by using high confidence solutions to build, grow and protect their wealth – empowering them to make better financial decisions and worry less, so that they can live their fullest life.
Prior to joining Providend in 2019 as an Associate Adviser, Bryan worked as an Operations Executive in SMEs while still a postgraduate student.
When he is not hard at work making a difference to his clients, he can be found reading, writing, sailing, or forest bathing.
Mad for Garlic! …mainly because I am mad about garlic. It has got to be the best ingredient there is.
Must-have food in my life
If I really could not have a balanced meal, I would go with burrata or cod.
Sailing! Gets the mind working and the heart pumping. Also, (cliche alert!) there is nothing like the feeling of being out at sea.
Luckiest thing that has happened to me
Being born when and where I was. I think I can count being born in Singapore, in the 90s, to my parents, as an amazing stroke of luck.
A language I wish to master
Teochew. I wish I knew my own dialect much better. (It would also be useful for impressing my wife’s Ah Ma)
Favourite travel destination
Probably Bintan. Some of my best holiday memories involve my parents, my five siblings and a small villa we used to rent every year.
Having accumulated enough wealth after working for almost 30 years, I decided to retire in 2019. Though I was confident that my wealth will be sufficient to fund my retirement life, I was struggling to understand what was the best way to structure it into a clear and sustainable retirement plan going forward. I decided to engage Providend for help. By working with its financial advisors Yong Cheng and Bryan, using its RetireWell methodology, we were able to create a clear and simple retirement wealth management plan, which allowed me to see how my assets were being allocated into various buckets generating positive returns that will fund my retirement in different stages of my life. I am happy with their professional services and I am looking forward to working with them for many years to come.
If you are planning to retire soon, or struggling to understand how to manage your wealth effectively to fund your retirement, or if you are still too early to retire but wish to create an investment strategy that can help you meet your retirement goal, you should consider engaging Providend for help.
My wife and I have been exploring ways to retire without the stress and uncertainty and we have been looking for an advisor to assist us in reviewing our financial assets and how to invest safely. After talking to banks, insurance companies and investment firms, we discovered Providend via YouTube and their RetireWell planning system as discussed by their CEO Christopher Tan. After contacting Providend, we were put in touch with Yong Cheng and Bryan Chan, two of their financial advisors. They patiently walked though their process of planning our retirement based on our goals.
The main reason we decided on Providend were a few factors 1) Holistic approach - examining our entire financial situation and major commitments over the years and presenting to us a plan to achieve our financial goals. 2) Costs - being a fee-only wealth management advisory firm kept their costs low vs the other options that we have explored. 3) Comfort - having answered all our questions and walked us on our retirement journey, Yong Cheng and Bryan gave us the comfort and confidence that our goals are achievable with proper planning. Based on the above reasons, we strongly recommend Providend to others who are seeking professional and qualified financial advisors to assist them in managing their funds.
We have been working with Providend for about four years now. Our advisor, Evelyn Goh, along with Bryan Chan, have provided detailed planning and investment advice. We have greatly appreciated their transparency with regard to fees, as well as the conscientious approach to planning and investing. With their rigorous assessment of where we are, and where we need to get to, we now have a roadmap with key targets and milestones.
Providend is also good at articulating your individual objectives and circumstances with existing structures such as CPF. They also provided value-added advice in areas such as health, critical illness, and life insurance. Providend is an investment advisory firm suited to individuals and families who seek independent, fee-based, and serious investment services over the long-term.
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