Securing a Stable Future
You have a good profession with substantial income. You want to start building toward your retirement, but there are many things you need to prioritise.
It is not easy to make retirement planning a priority when other financial goals-buying a first home, for example, or saving for a child’s education-appear more pressing. You have no problems saving, and are prepared to start with a minimum investment of SGD350,000. But as a professional, your time is mostly devoted to work responsibilities and it has been difficult to organise your plan.
HOW WE CAN HELP
Comprehensive and
Holistic Planning
Holistic Planning
You can keep accumulating assets and chasing returns, but really, how much is enough?
To achieve that clarity, it boils down to understanding how much you need for expenses
based on the lifestyle you desire, both now and in the future, before taking steps towards accumulating that amount. That is why at Providend, we advocate the importance of focusing on your goals when you invest.
We can help you make sense of what you have and where you are in relation to where you want to be, as well as what you need to do to get there.
You can keep accumulating assets and chasing returns, but really, how much is enough?
To achieve that clarity, it boils down to understanding how much you need for expenses
based on the lifestyle you desire, both now and in the future, before taking steps towards accumulating that amount. That is why at Providend, we advocate the importance of focusing on your goals when you invest.
We can help you make sense of what you have and where you are in relation to where you want to be, as well as what you need to do to get there.
INSIGHTS
Wealth Planning for Your Child’s Tertiary Education
(Part 1) – Setting a Financial Goal
(Part 1) – Setting a Financial Goal
Client Case Study:
At 40, Are You on Track to Retirement?
At 40, Are You on Track to Retirement?
PODCAST
Providend’s Money Wisdom
In each episode, we will share simple financial truths to guide you in navigating through the minefields of misinformation and false promises in order to achieve financial security and peace of mind.
What Is Keeping You Up At Night?
Our advisers can assist you in taking care of your financial concern so you can focus on what matters to you. We offer a complimentary, no obligation initial meeting to get to know you better.
