In this fast-paced financial landscape where businesses are in pursuit of faster revenue, interactions between wealth advisers and clients are highly transactional such that the value is often placed on the sale of products and not actual advice itself.
In this episode, our CEO, Christopher Tan, shares what value you should be expecting from your adviser and emphasises the importance of consumers’ demands in improving the overall financial landscape.
Meanwhile, stay tune for our next episode where we share our views on buying a car in Singapore, balancing lifestyle goals and financial considerations.
You can find the original article of Are You Getting Value from Your Wealth Adviser here.
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
The host, Nataly Ong, is Deputy Head of Brand Experience 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. Providend’s Money Wisdom Podcast S1E32: Is Your Financial Adviser Worth His Salt?
2. The Futility of the Active Versus Passive Debate
3. Mitigating the Conflicts of Interest in the Financial Advisory Industry
*Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!
For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help here.
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.