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 Team talks to Isaac, our Client Adviser, about why a good outcome from your investments may not mean you had made a good decision to begin with. They also discuss why it is so difficult for clients to let go of overly concentrated stock portfolios, even when the risks are clear.
Isaac shares how, at Providend, we first prioritise understanding our clients’ life goals and major milestones before focusing on how much investment returns needed to meet those goals.
You may also enjoy the video version of this podcast here:
You can read Isaac’s article on this topic here: Why a Good Outcome Doesn’t Always Mean You Made a Good Decision
Stay tuned for our next podcast episode, which will also the first episode of the new year!
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here. If you are keen to dive into the specific mini-series episodes, you may do so here:
- The Story of Our Clients’ Wealth Journey: This mini-series delves into the wealth management journeys of our clients.
- The Brain Behind: Christopher Tan, our CEO and regular contributor to The Business Times’ Money Wisdom column, will discuss the thoughts and insights behind selected articles.
Music courtesy of ItsWatR.
The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive 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. How to Make Life Decisions
2. The Heart of the Matter Is the Matter of the Heart
3. How Providend Helps Affluent Families Have a Good Investment Experience
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