S2E37: Does Property Fit into Your Overall Investment Portfolio?

Having a roof over your head is one of the necessary aspects of life. However, nowadays, many people in Singapore view properties as an investment and often even prefer these over equities. So, the question arises: Should you focus on property investment?

In this week’s Money Wisdom episode, Chin Yu, our Lead of Advisory Team, discusses why people might prefer to invest in properties over equities and whether Providend considers it as an investment, using our investment framework.

You can refer to Chin Yu’s article on properties and their suitability in your overall investment portfolio here.

Meanwhile, stay tuned for our next episode, where we will be joined by a very special external guest!

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. Right Sizing for Retirement
2. Estate Planning: Distributing Your Financial Assets After Death
3. Do Equities Still Make Sense When Interest Rates Are So High?

*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.

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