SOLUTION
Wealth
Management
Management
With a purpose-driven approach towards wealth management, we believe that your life decisions should come first.
Money is an Enabler,
Not A Goal.
Not A Goal.
At Providend, we focus on getting to know you first — your lifestyle, goals and values. Then, we will develop a long-term plan to achieve those goals.
Combining the expertise of our advisers with technology and our self-developed proprietary tool, we will analyse your assets and expenditures. We will provide you with a comprehensive analysis of your situation, and potential scenarios which may impact your cashflow forecast.
Our advisers will be with you at every step of your new wealth plan, ensuring that you can make well-informed decision in any situation, and achieve your goals in life.
INSIGHT
Client Case Study: Pursuing A Work Optional Life
Here is a typical client case study where a couple decides to confront their relationship with their work as well as their anxiety on whether they have done enough financially such that work is optional for them.
