Providend's Money Wisdom

May 19 2024 6
Providend's Money Wisdom Podcast artwork

Fortnightly on Mondays, Providend’s Money Wisdom will discuss popular wealth topics to share some money wisdom in navigating through the minefields of misinformation and false promises so you can achieve financial security and peace of mind. Also available in video format on YouTube on Thursdays at 8pm. An original podcast produced by Providend Ltd. Do you have any feedback or questions? Write to us at [email protected]

RSS feed Share
Copy RSS


Subscribe on Podcast Addict


S3E10: The Story of Our Clients' Wealth Journey - The First Encounter

May 19 2024 33 mins  
Welcome back to part four of this nine-part mini-series, 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 wh

S3E09: The Brain Behind – A More Reliable Way to Get Enough Investment Returns

May 05 2024 18 mins  
Being a trusted adviser to our affluent clients for over two decades, it is important to ensure the reliability and sufficiency of investment returns to meet our clients' non-negotiable life goals.Some weeks ago, our CEO Chris encountered three situations that inspired him to write his Business Times article, with one of them being his recent trip to Guangzhou as a keynote speaker

S3E08: The Story of Our Clients' Wealth Journey - The Guide

Apr 28 2024 24 mins  
Welcome back to part three of this nine-part mini-series, 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

S3E07: The Story of Our Clients' Wealth Journey - The Antagonist

Apr 07 2024 26 mins  
Welcome back to part two of this nine-part mini-series, where we delve into the wealth management journey of our clients.Being a trusted adviser to our affluent clients for the past two decades, we have been receiving many questions about who we serve and the work that we do for our clients. So we decided to put together a collection of all the stories that clients and prospective

S3E06: The Brain Behind - The Importance of a Robust Wealth Plan Amid the Latest CPF Changes

Mar 24 2024 24 mins  
It has been a month since the CPF changes were announced, and there are still ongoing discussions in the media, online, and in various finance chat groups. With all the noise surrounding this 'hot topic,' our CEO, Chris, shared a simple guide in a Business Times article, which all Singaporeans can refer to when considering their next steps in light of these changes.In this week’s

S3E05: The Story of Our Clients' Wealth Journey - The Protagonist

Mar 10 2024 34 mins  
Providend has always been proud to share that we are Southeast Asia's first fee-only advisory firm. In recent years, we have been receiving many questions about who we serve and the work that we do for our clients.In this nine-part sequential mini-series, we will delve into the wealth management journey of our clients. This is a collection of all the stories that clients and prospe

S3E04: The Brain Behind - How Will the Closure of Your CPF Special Account Affect Your Retirement?

Feb 22 2024 28 mins  
The CPF changes announced during #Budget2024 have been receiving a range of opinions on the ground as Singaporeans who had "Special Account shielding" on their minds, question their next steps when it comes to retirement planning. Given the unpopular opinions, is this the right move to make for the primary purpose of the CPF? What do these changes mean to you as a young accumulator

S3E03: 4 Ways Financial Advisers Get Compensated - The Pros and Cons

Feb 11 2024 38 mins  
Until today, Providend remains the only fee-only wealth advisory firm in Southeast Asia, a model inspired by the U.S. and Australia - why is that so? For the average person seeking trustworthy wealth advice that is client-centric, should they exclusively consider fee-only wealth advisers? Also, what are the differences between fee-only and fee-based advisers? In this week’s

S3E02: The Brain Behind - Discovering Your “Ikigai” with Providend’s Philosophy

Jan 28 2024 40 mins  
The philosophy of sufficiency serves as the anchor for everything we do here at Providend—whether it's planning for our clients, investing for them, or providing advice. Sufficiency is about having enough, but the question remains: when is enough truly enough? How do we find contentment in life, and what does contentment mean?In this week’s Money Wisdom episode, our CEO, Christ

S3E1: Meet Your New Co-host, Jin Lee!

Dec 31 2023 17 mins  
Welcome to the FIRST episode of Providend’s Money Wisdom Podcast Season 3!For this season, we are doing things a little differently in our sharing of money wisdom with you. We will be introducing various mini-series covering different aspects of your overall wealth plan holistically. But first, let’s get to know more about your new co-host, Jin Lee, Associate Adviser at Provide