S3E07: The Story of Our Clients’ Wealth Journey – The Antagonist

Welcome back to part two of this nine-part mini-series, where we delve into the wealth management journey of our clients.

Being a trusted adviser to our affluent clients for the past two decades, we have been receiving many questions about who we serve and the work that we do for our clients. So we decided to put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance to challenges they faced before meeting us, and their experience working with Providend.

In this week’s Money Wisdom episode, our co-host Isaac probed our Deputy CEO & Chief Advisory Officer, Evelyn Goh, with several difficult questions on the common issues faced by clients in their search for a trusted wealth adviser. Evelyn addressed the elephant in the room when talking about the “4Cs” that possibly frustrate clients when all they desire is for their needs to be met. She also shared the painful truth that no single adviser can be competent in all areas of a comprehensive wealth plan, and why is that so?

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

Stay tuned for our next episode where we will be sharing part three of this mini-series, so please look forward to that!

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.

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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