Welcome back the final part of this nine-part mini-series, “The Story of Our Clients’ Wealth Journey”, where we explore the wealth management journey of our clients.
This final episode is a very special episode, where we have our Founder and CEO, Christopher, interview one of our clients, Richard Hong, CEO at TÜV SÜD PSB ASEAN, our client of 17 years to date.
As Asia’s leading fee-only wealth advisory firm, we are honoured to be able to sit down with Richard, to reflect on how he came to know about Providend, why he continues to trust us in his wealth planning, and the value he sees in partnering with us over these many years.
In this week’s Money Wisdom episode, Chris discussed with Richard on why Providend stood out to him, the value of our advice, and Richard’s experience with three different client advisers at Providend.
It is truly a privilege that we are able to see our clients through their journey from climbing the corporate ladder, being family-stewards, to walking towards retirement and fulfilling their life goals. Providend is very honoured to be part of this process for Richard’s life and we want to take the chance to say thank you to all our clients that have been with us and trusted us for so many years.
You may also enjoy the video version of this podcast here:
Stay tuned for our next podcast episode, where Isaac, our co-host and Client Adviser, 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, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
For more related resources, check out:
1. Are You Getting Value From Your Wealth Adviser?
2. How to Choose a Wealth Adviser You Can Trust
3. Choosing a Wealth Adviser That Will Always Do the Right Thing for You
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