SOLUTION

Wealth
Management

With a purpose-driven approach towards wealth management, we believe that your life decisions should come first.

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Money is an Enabler,
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.

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My Realisations of What Wealth Planning Is Really About

Generating Superior Returns vs Just Enough: Focusing on Your Goals When You Invest

Review Your Plan With Us

Speak to our advisers about your concerns so we can help you achieve your goals. We offer a complimentary, no obligation initial meeting to get to know you better.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

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