Evelyn Goh, CFP®, ACTS, CEPA
Deputy CEO & Chief Advisory Officer
Chief Financial Officer
A Notary Public
Director of Corporate Communications
Evelyn entered the financial industry as a fresh graduate in 1995, and has experienced the full commissions as well as the fee-based model of providing advice. With a strong personal value of seeking to do what is right, she joined Providend in 2001 as one of the founding members to provide unbiased advice despite the obvious challenge of pure fees, no commissions model being uncharted waters in Singapore.
The past 19 years has been a very fulfilling career for Evelyn where she has progressed from advising middle-aged professionals to clients in their retiring phase and now working with the second generation to ensure the smooth transfer of wealth, and more importantly, the legacy retained. She finds great satisfaction and fulfilment in helping clients sort out their financial affairs and gaining clarity over their goals, thus empowering them to live out their purpose and what truly give meaning and joy in life.
Being the Deputy CEO, Evelyn is part of the Senior Management team responsible for the strategic growth and development of the company. As Chief Advisory Officer, Evelyn works with her team to ensure high advisory standards as well as develop thought leadership and tools that will bring even greater value to our family of clients. Evelyn counts it her blessing to be part of a very passionate and competent team at Providend and having benefited from great mentors, now seek to pay it forward to groom the younger leaders in the firm.
Evelyn is a Certified Financial Planner and is one of the authors of the Singapore Master Financial Planning guide. She is a recipient of a bond-free scholarship from the then Stock Exchange of Singapore, which aid her in completing her Bachelor of Business degree with honours from Nanyang Technological University (NTU). In June 2020, Evelyn has also obtained the Advanced Certificate in Trust Services (ACTS) from Wealth Management Institute, NTU.
Despite her hectic work schedule balancing both advisory and management duties, Evelyn never loses sight of the importance of spending quality time with her family. At home, she focuses on being emotionally present and available for her loved ones even in the busiest of times.
Must-have food in my life
Advice for my younger self
A typical weekend with my family
Cycling along Punggol Park Connector on a good weather day
Luckiest thing that has happened to me
Having my 3 children
A language I wish to master
Korean, so I can understand my favourite K-dramas without reading the subtitles
Interests I would like to pursue upon retirement
Taking up drumming and pastry courses
I thought I have a solid retirement plan as I have the benefit of lots of advice from various professionals and experts - private bankers, insurance brokers and lots of friends who were very successful professionals and now very happily retired.
Until I met Evelyn at Providend. After a couple of meetings with Evelyn, I now have in my hands a properly constructed retirement plan - one which will last me a life-time and not just the next 5 or 10 years! Thank you, Evelyn - I am grateful.
Excellent service with detailed explanation of investment approach. Wish I’d met them years ago!!
I knew I found a gem in Providend once I got to know the team better. The Providend family embodies integrity, trust, diligence, and fairness. Their advice is from one (expert) family member to another.
As a client, they listen to my needs, dreams and financial mistakes I’ve made (before we met them!) and charted a plan to help me and my growing family set a stronger financial foundation. My husband and I feel a lot more assured knowing that we are in excellent hands from a financial planning perspective.
Not only was there no product pushing, I fully trust that Evelyn always puts our interests in the forefront of their reality/rational and evidence based advice. I only wished we met them earlier. Thank you Evelyn and Providend family for the advice and peace of mind you provide to our family.
I have been investing with Providend for the last 3 year through Evelyn Goh. She has been very knowledgeable, professional and patience in taking the time to help me understand Providend investment philosophy especially retirement planning.
Evelyn does an update minimum annually but in my case during this turbulent times, we have been meeting at least half yearly or whenever a crisis appear in the horizon. I like her responsive and sense of responsibility for her clients.
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.
I have been a client of Providend since 2016 after reading about their evidence-based investment philosophy and Retirewell methodology. This is the best investment decision I have made. Evelyn Goh, my investment advisor from the start, put together a a robust investment plan to grow my investments and to provide a reliable source of income after reviewing my financial assets and taking the time to know my goals and expenses. Evelyn puts clients’ interest first when providing investment advice and I am very grateful in particular for her advice to exit risky bond investments recommended by a bank relationship manager. Evelyn is very responsive and has provided value add services like advising on health insurance, CPF issues and investment products recommended by my bank relationship manager. She has also provided invaluable advice and help on my proposed will. My trust and confidence in Evelyn and Providend has grown over the years and I would recommend them to anyone seeking conflict-free, trustworthy and holistic investment advice.
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