For the past 22 years, our CEO, Christopher Tan, has always been at the front line to share more about the humble beginning of Providend and how we persevered despite all the hardships faced to tirelessly journey along side our clients as their trusted wealth adviser.
In this episode (which coincides with our 22nd birthday!), we specially invited two of Providend’s founding members, Loh Mei Kuen and Vincent Tey, to share their reflections as they recount their initial experiences at the firm and their hopes for the future of Providend.
As mentioned in the episode, we are hosting a webinar titled ‘How Providend Ensures Reliable Investment Returns for Your Life Goals’ tomorrow on 12 September. If you are interested in joining this webinar, kindly register for it here.
Meanwhile, stay tune for our next episode with a special guest where we discuss further on the value of wealth advice!
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. What Providend Has Achieved in 19 Years
2. Here’s Why I Broke My Bond and Joined Providend
3. Providend’s Money Wisdom Podcast S2E2: The Past, Present, and Future of Providend
*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.