S3E05: The Story of Our Clients’ Wealth Journey – The Protagonist

Isaac Ong

Providend has always been proud to share that we are Southeast Asia’s first fee-only advisory firm. In recent years, we have been receiving many questions about who we serve and the work that we do for our clients.

In this nine-part sequential mini-series, we will delve into the wealth management journey of our clients. This is a collection of all the stories that clients and prospective clients shared with us ranging from why they are looking for guidance to challenges they faced before meeting us, and their experience working with us. We are sure you would find something that resonates with you in your own wealth journey and glean some interesting insights.

In this week’s Money Wisdom episode, our CEO Chris, and co-host Isaac, begin by telling the tale through the perspective of our clients – the protagonist of this story. As you continue through the series, you will learn about the values that they hold dear and the common thread that runs across what clients are looking for in a credible wealth adviser.

You may also enjoy the video version of this podcast here:

Stay tuned for our next podcast episode, where our co-host Jin will be talking to Chris about his article in The Business Times. Following that, our next episode will be part two of this new series, so please look out for it!

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

For more related resources, check out:
1. Choosing a Wealth Adviser That Will Always Do the Right Thing for You
2. Mitigating the Conflicts of Interest in the Financial Advisory Industry
3. Money Wisdom Podcast S1E40: An Advisory Service or a Sales Business

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

*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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