Fee-Only Wealth Advisory Fee-Only Wealth Advisory Fee-Only Wealth Advisory Fee-Only Wealth Advisory

Archives

Tag Archives for: "legacy planning"
Home /
 Silent Risks in Legacy Planning: Divorce, Bankruptcy & Beneficiary Issues (S5E08)
0

Silent Risks in Legacy Planning: Divorce, Bankruptcy & Beneficiary Issues (S5E08)

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. [...]

READ MORE
 AI vs Human Advisers: Who Do You Trust After a $3 Million Inheritance? (S5E07)
0

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 [...]

READ MORE
 Case Study: Can AI Really Replace a Human Adviser in Planning for a Special Needs Child?
0

Case Study: Can AI Really Replace a Human Adviser in Planning for a Special Needs Child?

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 [...]

READ MORE
 Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer (S5E04)
0

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. [...]

READ MORE
 Beyond the Trust Deed: A Team-Based Approach to Legacy and Estate Planning
0

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 [...]

READ MORE
 Beyond the Math: Raising Money-Smart Kids Before Handing Them Millions
0

Beyond the Math: Raising Money-Smart Kids Before Handing Them Millions

Recently, I was interviewed by CNA on the topic of making your child a millionaire. The discussion focused heavily on the mechanics — the “how-to” of compounding and investing. But I left [...]

READ MORE
 Why Is It So Hard to Spend the Wealth You Have Earned? 3 Ways to Help You Start with Confidence
0

Why Is It So Hard to Spend the Wealth You Have Earned? 3 Ways to Help You Start with Confidence

“Yong Cheng, do you think I have enough money to spend for the rest of my life?”  This question came from a client of mine—a 70-year-old semi-retired doctor who has properties worth [...]

READ MORE
 To Everything There is a Season: Balancing Wealth, Health and Ikigai Through Life’s Changing Seasons
0

To Everything There is a Season: Balancing Wealth, Health and Ikigai Through Life’s Changing Seasons

In the biblical book of Ecclesiastes, King Solomon, one of the wisest men on earth, once said, “To everything there is a season, and a time for every purpose under heaven.” If we are not aware of [...]

READ MORE
 Sunny, With a Chance of Earthquake: A Wake-up Call for End-Of-Life Planning
0

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 [...]

READ MORE
 Legacy Beyond Wealth: Passing On Values Through Wills, Trusts & Letters of Wishes
0

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 [...]

READ MORE
 Finding Your Ikigai: Stanley Ng on Mindfulness & Joy in Mundane Moments (S4E10)
0

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 [...]

READ MORE
 Leaving a Lasting Legacy: How to Make an Impact That Outlives You
0

Leaving a Lasting Legacy: How to Make an Impact That Outlives You

If you are expecting this article to talk about Indexed-linked Universal Life Policies (ULPs) or about wills and trusts, I am not surprised. Because in my world of wealth management, that is what [...]

READ MORE
 Finding Your Ikigai: Moon Shary on Life Choices & the Little Joys (S4E8)
0

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 [...]

READ MORE
 4 Pillars of Generational Wealth for a Meaningful Life
0

4 Pillars of Generational Wealth for a Meaningful Life

As a millennial, one of the most talked-about topics today is building generational wealth, particularly through crypto. Every now and then, a TikTok video would appear on my For You Page (FYP), [...]

READ MORE
 Finding Your Ikigai For A Life That Is Worth Living (S4E2)
0

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 [...]

READ MORE
 Starting 2025 Right: Money Wisdom for Living a Good Life This Year (S4E1)
0

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 [...]

READ MORE
 When Good Outcomes Hide the Risks of Overconcentrating in One Stock (S3E26)
0

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 [...]

READ MORE
 Achieving the Highest Probability of Success in Money and Life (S3E22)
0

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 [...]

READ MORE
 Father’s Day Reflections: Planning My Daughter’s Financial Future
0

Father’s Day Reflections: Planning My Daughter’s Financial Future

This Father’s Day is particularly special, as it is the first year I will be celebrating as both a son and a soon-to-be dad. Like many Asian families, my dad was the primary breadwinner, [...]

READ MORE
 Business Exit Planning Case Study: Common Mistakes to Avoid
0

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 [...]

READ MORE
 Top Reasons Why Clients Choose Providend (S3E05)
0

Top Reasons Why Clients Choose Providend (S3E05)

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 [...]

READ MORE
Providend

Make An Appointment

About Us

Careers

Insights

Solutions

Wealth Management

Investment Management

Risk Mitigation

Estate Planning

Contact Us

No.38 Duxton Hill
Singapore 089616

T  +65 6309 2488
E  communications@providend.com

Royalty free images from Pixabay and Unsplash

Copyright © Providend Ltd. Capital Markets Services License No. CMS101062
  • Home
  • Privacy Policy
  • Complaints & Feedback
  • Whistleblowing Channel
  • Site Terms and Conditions
Providend Providend
  • About
  • Wealth Solutions
  • Insights
  • Publications
  • Our Team
  • Careers
  • Client Login
  • Contact
  •  —
  • What do you need help with?

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
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Cookie settingsACCEPT
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT