AI vs Human Advisers: Who Do You Trust After a $3 Million Inheritance? (S5E07)
As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many have asked: could AI truly replace a human [...]
Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer (S5E04)
Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee. [...]
Case Study: Can AI Really Replace a Human Adviser in Inheritance Planning?
Can AI Replace a Human Adviser? Artificial intelligence (AI) tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in [...]
Beyond the Trust Deed: A Team-Based Approach to Legacy and Estate Planning
Over the past few years, we have experienced an increasing number of requests to set up trusts for families as part of their legacy and estate plan. This is largely due to a greater awareness of [...]
Advance Care Planning and Funeral Arrangements: Lessons from My Own Family
Before starting the session with my parents, I found myself in a strangely unsettling position. Despite my experience guiding clients through difficult conversations about long-term care and [...]
Sunny, With a Chance of Earthquake: A Wake-up Call for End-Of-Life Planning
An earthquake. No one could have predicted that would happen in Bangkok on 28 March 2025. I was on a short holiday to the Thai capital with my sister. We were just settling down for lunch at the [...]
Legacy Beyond Wealth: Passing On Values Through Wills, Trusts & Letters of Wishes
Legacy planning is often seen as using financial and legal instruments to leave behind assets for your loved ones. But in our view, true legacy planning starts with first deciding what you want [...]
Finding Your Ikigai: Stanley Ng on Mindfulness & Joy in Mundane Moments (S4E10)
Welcome to the third episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai [...]
Finding Your Ikigai: Moon Shary on Life Choices & the Little Joys (S4E8)
Welcome to the second episode of our miniseries for Finding Your Ikigai, where we invite a series of guests to explore what it means to live a good life, incorporating the concept of Ikigai and [...]
Finding Your Ikigai For A Life That Is Worth Living (S4E2)
This marks the first episode of our miniseries for Finding Your Ikigai, and we are really excited to begin this series, as we invite a series of guests to explore what it means to live a good [...]
Starting 2025 Right: Money Wisdom for Living a Good Life This Year (S4E1)
Welcome to the first episode of Providend’s Money Wisdom Podcast Season 4! We hope everyone is looking forward to what we have in store for you this year. As the leading fee-only wealth advisory [...]
When Good Outcomes Hide the Risks of Overconcentrating in One Stock (S3E26)
Having survived multiple market crises in our investment journey since 2001, we know what works and what won’t work. In this week’s Money Wisdom episode, Amelia from the Brand Experience [...]
Achieving the Highest Probability of Success in Money and Life (S3E22)
As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was recently invited to Guangzhou, where he had the opportunity to speak with Chinese [...]
4 Key Lessons Learnt in Legacy Planning
In all my years of meeting with wealthy families for discussions on estate and legacy planning, I have had the privilege to listen to countless stories. Some stories are inspiring to listen to, [...]
Business Exit Planning Case Study: Common Mistakes to Avoid
The owner of a precision engineering company, Mr Tan (fictional name), is 58 years old and plans to retire in five years. His company has grown over the years and is one of the Enterprise 50 [...]
