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Now that we have secured a portion of the retirees’ desired income using the RetireWell™ Income Bucket, let us look at how we can invest the rest of their money in the other buckets to [...]

One of the key features of the RetireWell™ planning methodology is to have a portion of assets set aside with the aim of producing a fixed and constant stream of income, rain or shine. [...]

When it comes to retirement planning, it is important to consider two phases: accumulation and withdrawal. However, our experience has shown that more emphasis is often placed on the accumulation [...]

Does this describe you: You have worked for a number of years, your income is moving up and so is your income tax bill, and the last time you received your NOA (Notice of Assessment) from IRAS in [...]

This is an interview done by ZuuOnline for Christopher Tan, CEO of Providend. Fee-only – Still A Game Changer Source: Providend Since then, Providend has grown from strength to strength. Tan [...]

This is an interview done by ZuuOnline for Christopher Tan, CEO of Providend. Christopher Tan, the CEO of wealth advisory firm Providend, has no illusions about the growing competition posed by [...]

We typically depend on research and data to do many things in the modern world, from medicine to engineering. Why should it be any different for investing? Using funds that are backed by research [...]

There are so many issues that trigger us as Singaporeans, that it’s hard to keep track of things. Taxes, ERP, CEOs, health… The list seems to go on and on. But let me get real with you on [...]

I have not been writing about investments for quite some time. And the reason is that there is really nothing new for me to talk about. You must be thinking that I am joking. So much is happening [...]

Yesterday, on 5 July 2018, the Singapore Government announced that it would raise the Additional Buyer’s Stamp Duty (ABSD) by 5% for citizens and permanent residents buying second and subsequent [...]

Kids on retirement Part II is ready! If only retirement could be as simple and carefree as they describe it to be. Watch this video to hear what the children of Providend have to say! If you have [...]

As a financial advisory firm which specialises in retirement planning, we decided to interview our children on retirement and take this as a chance to educate them because it is always good to [...]

Frequently Asked Questions Regarding CareShield Life 1. How is TPD insurance different from CareShield life in terms of coverage and payout? Is there an overlap? Total and Permanent Disability [...]

From young, we’re generally taught to save. If we were lucky enough to have an allowance, we were told to put some away. Maybe we had a tooth fairy who gave us some pocket change, again, we were [...]

One of the key concerns of Singaporeans is that as we aged, we might be hit with severe disability and as such do not have enough financial resources to take care of ourselves. Severe disability [...]

I have been advising clients since 1998. Having gone through multiple financial crises, the greatest being the Global Financial Crisis in 2008, I know through experiences and with evidence, that [...]

Over a business lunch recently, one senior gentleman was relating to me on how his private banker tried to sell him a financial product. It was an equity-based investment meant to give a certain [...]

Making your money work harder for you has been relatively challenging ever since the Global Financial Crisis began in 2008, with later events such as the European debt crisis and China’s economic [...]

As a fee-only retirement financial advisory firm, we have always prided ourselves to be able to give the most honest, independent and competent advice to our clients without having to struggle [...]

Recently someone jokingly told me that after seeing so many advisers and reading so many articles on papers and magazines, he thinks he can also be an investment adviser. This is what he says [...]