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 government officials and financial institutions. During his visit, Chinese stocks rose by 5.93%, driven by the government’s pledge of fiscal stimulus, only to retreat by 7.05% the following day—a phenomenon we might call a market frenzy.

In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team chats with Chris about his own experience getting caught up in short-term market trends and how he lost a significant sum in the ’90s.

At Providend, we prioritise understanding clients’ life goals and major milestones before focusing on financial objectives and selecting suitable instruments. We call these Ikigai goals, and Chris walks us through a case study of John and Amy, a couple in their 50s, who are seeking guidance on retirement, estate, and legacy planning.

In managing over S$1 billion worth of our clients’ assets, Chris shares the three key reasons clients have placed their trust in Providend for over 23 years.

You may also enjoy the video version of this podcast here:

You can read Chris’ article in The Business Times on this topic here.

Stay tuned for our next episode, where Chris interviews Richard, CEO at TÜV SÜD PSB ASEAN, our client of 17 years to date!

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. A More Reliable Way to Get Enough Investment Returns
2. Active Investing That Adds Value to the Client
3. Why a Robust Estimate of Future Returns Is Important for Investment Planning

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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.

Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.

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