PROVIDEND’S MONEY WISDOM PODCAST SEASON 3

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Providend’s Money Wisdom Podcast Season 3
by Isaac Ong, Client Adviser & Jin Lee, Associate Adviser

Fortnightly on Mondays, Providend’s Money Wisdom will discuss popular wealth topics to share some money wisdom in navigating through the minefields of misinformation and false promises so you can achieve financial security and peace of mind.

Also available in video format on YouTube on Thursdays at 8pm.

An original podcast produced by Providend Ltd.

Do you have any feedback or questions? Write to us at [email protected]

Follow us on your favourite podcast platform or subscribe to our weekly newsletter to never miss any episodes.

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Episode 10: The Story of Our Clients’ Wealth Journey – The First Encounter

In this episode, our co-host Isaac interviews Christopher, our Founder & CEO, about Providend’s advisory and planning process and why we go the extra mile to understand our clients’ life goals before making any recommendations to them.

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Episode 9: The Brain Behind – A More Reliable Way to Get Enough Investment Returns

In this episode, Chris opened up about the lessons Singaporean investors can learn from the Chinese and also shared a case study of what a non-negotiable life goal is and the importance of holistic wealth advice that contributes to our clients achieving these goals.

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Episode 8: The Story of Our Clients’ Wealth Journey – The Guide

In this episode, we are going to talk about the two qualities that a trusted adviser should have. Chin Yu also shares more about how Providend’s collective wisdom, philosophies and strong work culture push the team forward to become trusted advisers, as we manage over S$1 billion worth of our clients’ assets with care, so our clients can reliably meet their non-negotiable life goals.

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Episode 7: The Story of Our Clients’ Wealth Journey – The Antagonist

In this episode, our co-host Isaac probed our Deputy CEO & Chief Advisory Officer, Evelyn Goh, with several difficult questions on the common issues faced by clients in their search for a trusted wealth adviser. Evelyn addressed the elephant in the room when talking about the “4Cs” that possibly frustrate clients when all they desire is for their needs to be met. She also shared the painful truth that no single adviser can be competent in all areas of a comprehensive wealth plan, and why is that so?

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Episode 6: The Brain Behind – The Importance of a Robust Wealth Plan Amid the Latest CPF Changes

In this episode, our co-host Jin interviews Chris, as he digs deeper into this article to discuss the pros and cons of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.

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Episode 5: The Story of Our Clients’ Wealth Journey – The Protagonist

In this episode, our CEO Chris, and co-host Isaac, begin by telling the tale through the perspective of our clients – the protagonist of this story. As you continue through the series, you will learn about the values that they hold dear and the common thread that runs across what clients are looking for in a credible wealth adviser.

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Episode 4: The Brain Behind – How Will the Closure of Your CPF Special Account Affect Your Retirement?

In this episode, our CEO, Chris, encourages us to dig deeper and to ask ourselves what the original intent was for the monies left behind in our CPF balances after turning 55, should these changes not have been announced in the first place. That would give us a good idea of the next steps to take.

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Episode 3: 4 Ways Financial Advisers Get Compensated – The Pros and Cons

In this episode, our CEO, Chris, and our Co-Host, Jin, discuss this controversial topic of the various compensation methods in the financial advisory world and the pros and cons of each. After listening to this podcast, we hope you will gain clarity on how to best evaluate the type of financial adviser that is most suitable for your needs.

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Episode 2: The Brain Behind – Discovering Your “Ikigai” with Providend’s Philosophy

In this podcast episode, Christopher Tan elaborates on how we can identify the things that are important to us, which he terms as life decisions, and also “ikigai” decisions—those that help us live our day-to-day life in a way that is worth living. Financial decisions can then be arranged to support these life decisions.

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Episode 1: Meet Your New Co-host, Jin Lee!

In this episode, Jin Lee, our new co-host, shares her interesting past experience and thorough research on Providend before making a career switch to join us. Even though Jin has only been with us for a short time, her interest in personal wealth and passion to do the right thing will surely make her a great co-host, alongside Isaac!

Our CEO, Christopher Tan, has been sharing his knowledge and experience on The Business Times through his Money Wisdom column each month. In this mini-series, he will share the thoughts and insights behind certain interesting articles.

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Episode 9: The Brain Behind – A More Reliable Way to Get Enough Investment Returns

In this episode, Chris opened up about the lessons Singaporean investors can learn from the Chinese and also shared a case study of what a non-negotiable life goal is and the importance of holistic wealth advice that contributes to our clients achieving these goals.

pmw-s3e6-youtube-thumbnail

Episode 6: The Brain Behind – The Importance of a Robust Wealth Plan Amid the Latest CPF Changes

In this episode, our co-host Jin interviews Chris, as he digs deeper into this article to discuss the pros and cons of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.

pmw-s3e4-youtube-thumbnail

Episode 4: The Brain Behind – How Will the Closure of Your CPF Special Account Affect Your Retirement?

In this episode, our CEO, Chris, encourages us to dig deeper and to ask ourselves what the original intent was for the monies left behind in our CPF balances after turning 55, should these changes not have been announced in the first place. That would give us a good idea of the next steps to take.

pmw-s3e2-youtube-thumbnail

Episode 2: The Brain Behind – Discovering Your “Ikigai” with Providend’s Philosophy

In this podcast episode, Christopher Tan elaborates on how we can identify the things that are important to us, which he terms as life decisions, and also “ikigai” decisions—those that help us live our day-to-day life in a way that is worth living. Financial decisions can then be arranged to support these life decisions.

Providend has always been proud to share that we are Southeast Asia’s first fee-only advisory firm. Over more than 2 decades, we have been receiving many questions about who we serve and the work that we do for our clients.

In this 9-parts sequential mini-series, we will cover the wealth management journey of our clients. This is a collection of all the stories that clients and prospective clients shared with us ranging from why they are looking for guidance to challenges they faced prior to meeting us, and their experience working with us. We’re sure you would find something that resonates with you in your own wealth journey and glean some insights that you’ll find interesting.

Episode 10: The Story of Our Clients’ Wealth Journey – The First Encounter

In this episode, our co-host Isaac interviews Christopher, our Founder & CEO, about Providend’s advisory and planning process and why we go the extra mile to understand our clients’ life goals before making any recommendations to them.

pmw-s3e8-youtube-thumbnail

Episode 8: The Story of Our Clients’ Wealth Journey – The Guide

In this episode, we are going to talk about the two qualities that a trusted adviser should have. Chin Yu also shares more about how Providend’s collective wisdom, philosophies and strong work culture push the team forward to become trusted advisers, as we manage over S$1 billion worth of our clients’ assets with care, so our clients can reliably meet their non-negotiable life goals.

pmw-s3e7-youtube-thumbnail

Episode 7: The Story of Our Clients’ Wealth Journey – The Antagonist

In this episode, our co-host Isaac probed our Deputy CEO & Chief Advisory Officer, Evelyn Goh, with several difficult questions on the common issues faced by clients in their search for a trusted wealth adviser. Evelyn addressed the elephant in the room when talking about the “4Cs” that possibly frustrate clients when all they desire is for their needs to be met. She also shared the painful truth that no single adviser can be competent in all areas of a comprehensive wealth plan, and why is that so?

pmw-s3e5-youtube-thumbnail

Episode 5: The Story of Our Clients’ Wealth Journey – The Protagonist

In this episode, our CEO Chris, and co-host Isaac, begin by telling the tale through the perspective of our clients – the protagonist of this story. As you continue through the series, you will learn about the values that they hold dear and the common thread that runs across what clients are looking for in a credible wealth adviser.

Apart from the financial decisions that many near-retirees must contend with, they also face a range of crucial life decisions. These choices can have a substantial impact on their financial planning. Tune in for this mini-series where our Client Advisers share their experiences in addressing the common pain points that near retirees may have while preparing for retirement.

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Episode 2: The Past, Present, and Future of Providend

In this episode, our CEO, Christopher Tan, reminisces the uneasy period to sustain the business in the early years and how we have come so far to where we are today, with a strong corporate culture that emphasises on doing the right thing for our clients.

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