With the recent COE prices reported to be at an all-time high, the idea of owning a car in Singapore has become even harder to justify.
In this episode, our Client Adviser, Ray Zheng, shares the deep conversations he had with some of his clients to better help them determine where car ownership ranks in terms of their other important life priorities and key considerations before making a car purchase that can actually make ‘financial sense’.
Meanwhile, stay tune for a special episode next week in celebration of our 22nd birthday!
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Learn more about Isaac here.
For more related resources, check out:
1. Life Planning, Going Beyond Financial Planning
2. How to Know If You Are Financially Secure and Don’t Need a Job Anymore
3. The Surplus Rate of a High Net Worth Averages Around 37%. What’s Yours?
*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.
