Upcoming Events

2024

Strategies to Optimise Your CPF Monies

27 February, Tuesday | 7.30pm – 9pm

Central Provident Fund (CPF) is an integral part of every Singaporean and Singapore PR’s life as it is compulsory savings and is meant to provide us with a basic retirement lifestyle. If you understand it well, it can be effectively used to complement your other assets to give you a reliable stream of income during your retirement years.

Come join us in this webinar to learn more about CPF and how you can optimise it for your own retirement planning.

Speaker: Alvin Neo | Client Adviser

Providend’s Heritage:
Is There Value in Paying for Wealth Advice?

19 March, Tuesday | 7.30pm – 9pm

It has been almost 23 years since Providend, Southeast Asia’s first fee-only wealth advisory firm was founded. More than two decades ago, nobody thought we would survive but survived we did and today, Providend manages in excess of $1 billion in clients’ wealth.

If you would like to have a better understanding on how the financial advisory industry works and have always been thinking about whether you should take advice or use a DIY approach to managing your own wealth, do join us for this webinar to:
1. Understand what is fee-only wealth advisory and how it differs from the way wealth advice has been given in this part of the world
2. Find out if you should use fee-only advisers instead of commission-based advisers, or DIY via digital platforms such as roboadvisers
3. Hear the views of Christopher Tan, Founder and CEO of Providend on his views about various issues relating to your personal finances in a fireside chat

At the end of the webinar, we hope you would have a clear understanding on what you should do to make better financial decisions, so that you can live the good life that you have always desired.

Speaker: Christopher Tan | Chief Executive Officer

Unveiling Havend: Insurance Advice, Better Experienced

28 March, Thursday | 7.30pm – 9pm

Providend’s strong advocacy of term insurance and its client-centric approach have benefited many clients, ensuring their protection needs are adequately covered without being oversold.

Havend, set up by the Providend Group, aims to provide affordable insurance advice to all market segments, including the mass market, with the same client-centric philosophy.

Join us and find out how Havend aims to revolutionize the insurance advisory landscape in Singapore by mitigating conflicts of interest and fostering a more inclusive and transparent approach to insurance solutions.

Speakers:

Christopher Tan | Chief Executive Officer of Providend

Eddy Cheong | Chief Executive Officer of Havend

Speak with us.

You can keep accumulating assets and chasing returns, but really, how much is enough?

We can help you make sense of what you have and where you are in relation to where you want to be, as well as what you need to do to get there.

Get in touch through this form and we will get back to you.

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