Welcome back to part six of this nine-part mini-series, “The Story of Our Clients’ Wealth Journey”, where we delve into the wealth management journey of our clients.
As the leading fee-only wealth advisory firm in Asia, we have been receiving many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us, and their experience working with Providend.
In this week’s Money Wisdom episode, our co-host Isaac talks to Chin Yu, our Lead of the Advisory Team, about the “Presentation of Plan” meeting we have with our clients. This meeting consolidates all the important information we have discovered over the past few meetings. It incorporates each client’s unique needs and specific life goals that they wish to meet.
You may also enjoy the video version of this podcast here:
Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times.
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here. If you are keen to dive into the specific mini-series episodes, you may do so here:
- The Story of Our Clients’ Wealth Journey: This mini-series delves into the wealth management journeys of our clients.
- The Brain Behind: Christopher Tan, our CEO and regular contributor to The Business Times’ Money Wisdom column, will discuss the thoughts and insights behind selected articles.
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. The Providend Conversation: Living the Good Life with Loo Cheng Chuan
2. How to Make Life Decisions
3. RetireWell™ Epilogue 2: Retirement – It’s About the Kind of Life You Want to Lead
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Being a trusted adviser to our affluent clients for over two decades, let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.
