Welcome back to part eight of this nine-part mini-series, “The Story of Our Clients’ Wealth Journey”, where we explore the wealth management journey of our clients.
As Asia’s leading fee-only wealth advisory firm, we have received many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. These stories range from why they sought guidance, the challenges they faced before meeting us, and their journey with Providend.
In this week’s Money Wisdom episode, our co-host Isaac talks to Evelyn, our Deputy CEO & Chief Advisory Officer, about what happens after the planning is done for our clients and the importance of lifelong conversations. The planning is much like a wedding, but afterwards, maintaining a healthy marriage requires regular conversations, as clients’ situations will change through different seasons.
Isaac and Evelyn discuss the three types of changes that could impact your wealth plan and answer the question: can you DIY your own wealth plan?
You may also enjoy the video version of this podcast here:
Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times.
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, Isaac Ong, is a Client Adviser 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. 7 Reasons to Choose Providend Over DIY ETF Investing
2. 3 Key Reasons Financially Savvy Investors Choose Providend’s Services
3. Beyond Finances: Are You Really Prepared for Retirement?
To receive first-hand wealth insights from our team of experts, we invite you to subscribe to our weekly newsletter.
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.
We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current estate plan, investment portfolio, financial and/or retirement plan, make an appointment with us today.
