“There have been many bad money decisions because I know how to buy (stocks) but I don’t know how to sell!”
In many industries like healthcare and legal, it is a norm for people to pay for professional advice. However, when it comes to the wealth industry, many are still hesitant to pay a fee for advice.
In this episode, our CEO, Christopher Tan, speaks with Lee Soo Chye, Managing Partner of Wee Swee Teow LLP, on his money journey as well as key traits to look out for in a good adviser, be it in the legal, healthcare or wealth industry.
Stay tuned for the next episode as Chris shares deeper insights behind his upcoming article in The Business Times!
View the full list of podcast episodes published here.
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. Client Case Study: A Family With Two Doctors
2. Are You Getting the Best Value from Your Wealth Adviser?
3. Money Conversations, Growing Up
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.
