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, our co-host Isaac talks to our CEO, Christopher about the CPF Special Account closure on 19 January 2025, which had an impact on approximately 1.4 million CPF members. Chris highlights the importance of first having clarity on your original intention for your CPF funds, before purchasing financial products solely to grow your CPF funds at a higher interest rate, without first considering your life goals.
You may also enjoy the video version of this podcast here:
You can read Chris’s article in The Business Times on this topic here.
Stay tuned for our next episode, where we kick off our mini-series, “Milestones by Decade”!
The full list of Providend’s Money Wisdom podcast episodes from Season 4 can be found here.
You can also enjoy all our previously released podcasts here.
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. CPF Special Account Closure After 55: How to Prepare for 2025
2. Assets That Cannot Be Distributed Via A Will | CPF Monies & Joint Assets
3. Understanding CPF YouTube Video Series
To receive first-hand wealth insights from our team of experts, we invite you to subscribe to our weekly newsletter.
Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially.
We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current estate plan, investment portfolio, financial and/or retirement plan, make an appointment with us today.