S3E09: The Brain Behind – A More Reliable Way to Get Enough Investment Returns

Being a trusted adviser to our affluent clients for over two decades, it is important to ensure the reliability and sufficiency of investment returns to meet our clients’ non-negotiable life goals.

Some weeks ago, our CEO Chris encountered three situations that inspired him to write his Business Times article, with one of them being his recent trip to Guangzhou as a keynote speaker at the Morningstar (China) 2024 Investment Summit. A common theme running through all three encounters was the challenge for investors to stay invested.

In this week’s Money Wisdom episode, our new co-host Amelia, from the Brand Experience team, interviews Chris, beyond what was written in the article. Chris opened up about the lessons Singaporean investors can learn from the Chinese and also shared a case study of what a non-negotiable life goal is and the importance of holistic wealth advice that contributes to our clients achieving these goals.

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

You can find Chris’ article in The Business Times on this topic here: https://providend.com/a-more-reliable-way-to-get-enough-investment-returns/

Stay tuned for our next podcast episode, where we will be jumping into part 4 of our mini-series: “The Story of Our Clients’ Wealth Journey”.

Music courtesy of ItsWatR.

The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive 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.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt