Isaac Ong, AWPCM 

Client Adviser

  • Isaac Ong
    Isaac Ong Client Adviser

Isaac is a wealth management professional with over five years of experience in the financial industry. He started his career as a personal banker at a local bank, where he helped clients with their banking needs and provided them with tailored financial solutions.

He then joined a Swiss bank as a corporate actions specialist, where he supported the front office team by streamlining and minimizing risk across mandatory and voluntary corporate actions events. He also gained valuable insights into the global wealth management market and the best practices of the industry.

In 2022, Isaac joined Providend as an associate adviser. He has gained valuable knowledge and experience while supporting senior client advisers in delivering honest, independent, and competent advice to our clients. He was also involved in various projects and initiatives to improve the quality and efficiency of Providend’s services. He is now a full-fledged client adviser, being in the forefront of the advisory process.

Isaac is passionate about helping people achieve their financial goals and dreams. He believes that fee-only advice is the best way to provide unbiased and transparent guidance to clients, without any conflicts of interest or hidden agendas. He is currently pursuing his Certified Financial Planner (CFP) certification to further enhance his knowledge and skills in wealth management.

In his spare time, Isaac enjoys listening to audiobooks, playing sports, and having deep conversations with his peers. He is also an avid learner who likes to keep up with the latest trends and developments in the financial world.

If I could only eat one meal for the rest of my life, it would be

I love all kinds of Japanese food, but if I must choose one meal, it would be sushi!

Superpower I wish I could have

The ability to read minds! I am very interested in understanding why people think, perceive, and behave the way they do.

Advice for my younger self

Keep your finances simple. Overcomplicating things or using exotic solutions takes up a lot of time and tends to lead to bad outcomes. Timeless principles such as efficient expense management, investing in a broad, diversified manner, and not trying to time to market continue to hold true. Use the time saved to spend more time with your loved ones and live your best life creating lasting memories.

Which foreign language would you wish to master now and why?

Japanese – so I can travel to Japan and order without using Google translate!

The luckiest thing that has happened to me

Being born into a loving family.

My exercise regime

Weekly sports for the adrenaline rush, and daily long walks to clear my mind.

Insights by Isaac

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