Legacy Planning: Preparing the Next Generation to Steward Wealth (S5E11)
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. [...]
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. [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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), [...]
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 [...]
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, [...]
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 [...]
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 [...]
