As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund Advisors’ Global Advanced Conference. During this trip, he visited San Francisco, Dallas, and Austin, and returned with insights on homelessness, succession planning, and retiring in a foreign land.
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.
With housing prices and job security being major concerns, Chris offers advice on how you can live the good life—one that Chris defines as ‘living where you belong, with the people you love, doing purposeful work.’
You may also enjoy the video version of this podcast here:
You can read Chris’s article in The Business Times on this topic here.
Stay tuned for our next episode, where Isaac interviews Evelyn, our Deputy CEO & Chief Advisory Officer, on the importance of having lifelong conversations with our clients.
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, Amelia Wong, is the Senior Content & Digital Marketing Executive 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. A Year in Transition: Reflections on a Challenging 2022
2. On Life Transitions, Legacy and Money
3. Reflections About Life in 2021
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