PROVIDEND’S MONEY WISDOM PODCAST SEASON 3

In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team chats with Chris about how young Singaporeans can strike a balance between homeownership and saving for the future, without compromising their quality of life.

In this week’s Money Wisdom episode, our co-host Isaac talks to Evelyn, our Deputy CEO & Chief Advisory Officer, about the “Advanced Planning” process we implement after our clients’ wealth plans have been put into place. They discuss the importance of End-of-Life Planning, Legacy Planning, and Estate Planning, highlighting that there are nuances in planning for our clients’ Advance Medical Directive (AMD), Lasting Power of Attorney (LPA), and Advance Care Plan (ACP).

In this week’s Money Wisdom episode, Isaac interviews Jerome Song, Associate Director of Business Exit at Providend, about the critical aspects of a successful succession plan, including preparing future leaders and retaining top talent during what can be a challenging transition.

In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team digs deeper into this topic with Chris, discussing the importance of having a strong community of friends during retirement, the hardest thing for him to let go of at Providend, and advice he would give to someone who feels anxious about losing their sense of purpose.

In this episode, our co-host Isaac talks to Jerome Song, Associate Director, Business Exit of Providend, to discuss the most pressing issues for small and medium-sized business owners. Jerome brings listeners through the Value Acceleration Methodology that can be broken down into three gates: Discover, Prepare, and Decide.

In this episode, our co-host Amelia from the Brand Experience Team has a heartfelt chat with Chris on parenting, family relationships, and thoughtful Legacy Planning that goes beyond the scope of the article.

In this episode, our co-host Isaac talks to Chin Yu, our Lead of the Advisory Team, about the “Presentation of Plan” meeting we have with our clients. This meeting consolidates all the important information we have discovered over the past few meetings. It incorporates each client’s unique needs and specific life goals that they wish to meet.

In this episode, our co-host Amelia, from the Brand Experience Team, asks Chris why the S&P 500 should not be viewed as a simple and seemingly magical solution to a complicated problem. When it comes to enabling your non-negotiable life events such as retirement, it is more important to ensure the reliability and sufficiency of your investment returns.

In this episode, our co-host Isaac talks to Chin Yu, our Lead of Advisory Team, about what sets Providend apart, when it comes to crafting a customised wealth plan, specific to each client’s unique life events and non-negotiable life goals.

In this episode, we explore the emotional aspects and Chris’s thoughts beyond what was written in the article on the topic of Business Exit Planning. Chris shared the importance on how business owners need to foster a culture that prepares their team for leadership transition. The conversation became deeply personal as it concluded with Chris sharing his heartfelt thoughts on his own business exit plan as CEO of Providend.

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.

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.

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.

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?

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.

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.

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.

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.

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.

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!