Welcome to the first episode of our Milestones by Decade mini-series! We’re thrilled to kick off this series, diving into insightful conversations with our Client Advisers. In each episode, we’ll reflect on the lessons and advice they wish they’d received a decade ago, offering practical tips for navigating key milestones, from your 20s to your 50s.
As the leading fee-only wealth advisory firm in Asia, we’ve had the privilege of guiding clients from all walks of life at different stages for over two decades. In this mini-series, we hope to be able to impact both life and money wisdom to you, to inspire you and help you avoid costly mistakes.
In this episode, Amelia sits down with Sean, one of our Associate Advisers in his 30s, to discuss the lessons that can make a big difference in your 20s. Sean shares his insights on career decisions, managing passion vs. wealth, and making intentional choices for what really matters in your life.
Sean also reflects on how Providend’s Philosophy of Sufficiency can guide your decision-making and how our approach differs from other wealth advisory firms. Do forward this episode to your friends and family who are just starting out in their 20s!
You may also enjoy the video version of this podcast here:
The full list of Providend’s Money Wisdom podcast episodes from Season 4 can be found here.
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. Two Sides of the Money Equation: YOLO and FIRE
2. Lump Sum vs. Dollar Cost Averaging: Which Is Ideal for You?
3. Finding Your Ikigai For A Life That Is Worth Living
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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.
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