Previously from other big financial institutions, Joyce and Zhi Han both coincidentally applied for an advisory role at Providend after watching this video where Christopher, our CEO, shares the reason why he left the insurance agency – https://www.youtube.com/watch?v=HGfDoOIACGs
In this episode, we are glad to have Joyce, our Associate Adviser, and Zhi Han, our Client Adviser, share their past working experiences in the big banks and well-known financial advisory firms – from client acquisition to the advisory and wealth planning process – versus what they are currently doing here at Providend.
Meanwhile, stay tune for our next episode where we discuss one of the most complex and controversial form of insurance, Investment Linked Policies (ILPs).
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. Here’s Why I Broke My Bond and Joined Providend
2. The Secrets of a Strong Providend Culture
3. Are You Getting Value From Your Wealth Adviser?
*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.
