In a previous article written for The Business Times, Chris, our CEO, explained the different ways an adviser could be compensated – commission-based, fee-based, or fee-only. However, it is important to note that the different compensation methods alone do not determine if an adviser is the right one for you.
In this week’s Money Wisdom episode, Chris shares the three things you should take note of when choosing the right adviser for yourself and how Providend strives to uphold these in our day-to-day processes.
You can also read Chris’ Business Times article here: Choosing a Wealth Adviser That Will Always Do the Right Thing for You.
Meanwhile, stay tuned for our next episode, where we discuss how an accumulator or a near-retiree should plan for their wealth respectively.
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. Mitigating the Conflicts of Interest in the Financial Advisory Industry
2. The Secrets of a Strong Providend Culture
3. S2E28: Banks vs IFA Firms vs Providend: How Are We Different?
*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.
