Singapore Financial Wellness Pilot Program

Providend x VISA

Finding Your Ikigai: Life Decisions Before Money Decisions

Part 1 on 21 January 2025, 9.30am – 11.00am
Part 2 on 23 January 2025, 9.30am – 11.00am
Seminar | VISA office, Robinson Road Level 9, VU event space 

Ikigai is made up of two parts, “iki” and “gai”. “Iki” means “life” in Japanese and more specifically can be translated to “lifetime” and “everyday life”. “Gai” means “worth”. Since the concept of ikigai aligns more with everyday life, ikigai means living the day-to-day life that is worth living.

In this workshop, we will share how you can find your ikigai and make thoughtful financial decisions so that they can support your life or ikigai decisions, to move from success to significance.

 

Speaker:

Christopher Tan | CEO of Providend

Effective Insurance Planning For a Working Professional

6 February 2025, 10am – 11.30am
Zoom Webinar

Insurance acts as a financial safety net in our wealth plan and is key to us being able to focus on the important things in life. As the insurance industry continues to introduce new types of coverage and policies, how do you know which is the most suitable for you and your family? And what are the key factors that working professionals should prioritise when making decisions about insurance?

In this workshop, we will share with you tips to choose the right insurance to ensure sufficient coverage and still leave enough money for you to plan towards other areas of needs such as retirement and funding your children’s tertiary education.

 

Speaker:

Eddy Cheong | CEO of Havend

Strategies to Optimise Your CPF Monies

25 February 2025, 9.30am – 11.00am
Seminar | VISA office, Robinson Road Level 9, VU event space 

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.

In this workshop, we will share key features of CPF and how you can optimise it for your own retirement planning.

Speaker:

Christopher Tan | CEO of Providend

Rethinking Your Portfolio Amidst Market Volatility

13 March 2025, 10am – 11.30am
Zoom Webinar

Adopting the right investment approach is very important especially when your investments are meant for significant life events such as your children’s education and retirement. With lots of uncertainty surrounding today’s economy, many are reviewing their investment portfolios and strategy.

In this workshop, we will give an overview of how the various investment options work and key considerations so you can make an informed decision on which to implement for your own investment journey.

 

Speaker:

Isaac Ong | Client Adviser at Providend

The Personal Wealth Equation: Building a Solid Financial Foundation​

10 April 2025, 10am – 11.30am
Zoom Webinar

There are a number of ways you can build wealth – from founding a successful start-up to receiving a hefty inheritance. For the everyday consumer, though, becoming wealthy usually requires a longer-term strategy. That can include a number of components, such as budgeting, investing and managing your money well.

In this workshop, we will unpack the personal wealth equation and share the key pillars to building wealth sustainably.

 

Speaker:

Ray Zheng | Client Adviser at Providend

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