Nov 03 2024 29 mins 1
As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was recently invited to Guangzhou. During his visit, Chinese stocks rose by 5.93%, driven by the government’s pledge of fiscal stimulus, only to retreat by 7.05% the following day—a phenomenon we might call a market frenzy.
In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team chats with Chris about his own experience getting caught up in short-term market trends and how he lost a significant sum in the '90s.
At Providend, we prioritise understanding clients’ life goals and major milestones before focusing on financial objectives and selecting suitable instruments. We call these Ikigai goals, and Chris walks us through a case study of John and Amy, a couple in their 50s, who are seeking guidance on retirement, estate, and legacy planning.
You can read Chris’s article in The Business Times on this topic here: https://providend.com/8-steps-highest-probability-success-money-life
Stay tuned for our next episode, where Chris interviews Richard, CEO at TÜV SÜD PSB ASEAN, our client of 17 years to date!
Music courtesy of ItsWatR.
The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.
Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.
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