Welcome to the FIRST episode of Providend’s Money Wisdom Podcast Season 3!
For this season, we are doing things a little differently in our sharing of money wisdom with you. We will be introducing various mini-series covering different aspects of your overall wealth plan holistically. But first, let’s get to know more about your new co-host, Jin Lee, Associate Adviser at Providend.
In this episode, Jin shares her interesting past experience and thorough research on Providend before making a career switch to join us. Even though Jin has only been with us for a short time, her interest in personal wealth and passion to do the right thing will surely make her a great co-host, alongside Isaac!
You may also enjoy the video version of this podcast here:
Meanwhile, stay tuned for the next episode where Chris discusses more about his first article of 2024 on The Business Times!
If you are interested in joining our Providend Associate Adviser Programme, kindly visit this link to find out more: https://providend.com/careers/
Music courtesy of ItsWatR.
The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
For more related resources, check out:
1. Providend’s Money Wisdom Podcast Season 1
2. Providend’s Money Wisdom Podcast Season 2
3. The Providend Conversation: Living the Good Life with Christopher Tan
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.
