Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Providend Ltd public
[search 0]
More
Download the App!
show episodes
 
Fortnightly on Mondays at 8am, Providend’s Money Wisdom will share how you can gain clarity in your own “ikigai decisions” and make wise financial choices to support them. That, to us, is the essence of money wisdom and what we want you to take away from listening to our podcast. Also available in video format on YouTube fortnightly on Thursdays at 8pm. An original podcast produced by Providend Ltd. Do you have any feedback or questions? Reach out to us at [email protected]
  continue reading
 
Loading …
show series
 
“I have my wife who is my pillar and rock, and also my little baby who can’t say much but at least I can hug him after a long day from work, and I can then say: Okay, the day is good.” As the leading fee-only wealth advisory firm in Asia, we’ve always advocated for making life decisions before money decisions—especially when it comes to your hard-e…
  continue reading
 
Having survived multiple market crises in our investment journey since 2001, we know what works and what won't work. In this week’s Money Wisdom episode, co-host Isaac sits down with CEO Christopher Tan to unpack why saying “stay invested” without the right context might actually do investors a disservice. They explore whether it’s better to be a p…
  continue reading
 
Welcome to the second episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we reflect on the lessons and advice they wish they’d received a decade ago, offering practical tips for navigating key milestones, from your 20s to your 50s. As …
  continue reading
 
“I want to live a more colourful life, I want to experience more of the world, I want to see different aspects of the healthcare industry, and also the world in general.” As the leading fee-only wealth advisory firm in Asia, we have always advocated that when it comes to your hard-earned money, life decisions should come before money decisions. Tha…
  continue reading
 
Being a trusted adviser to our affluent clients for over two decades, legacy planning is about more than just Index-linked Universal Life Policies (ULPs) or wills and trusts. In this week’s Money Wisdom episode, our co-host Isaac has a heart-to-heart talk with our CEO, Christopher, on the importance of starting your legacy planning now, instead of …
  continue reading
 
Welcome to the second episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend’s Philosophy of Sufficiency. As trusted advisers to affluent clients for over two decades, we’ve always advocated that clients prioriti…
  continue reading
 
“We feel that social media is flooded with a lot of negativity, so we wanted to create a space where we can celebrate the everyday Singaporean and promote positive values.” As the leading fee-only wealth advisory firm in Asia, we have always advocated for our clients to make life decisions before money decisions, when it comes to their hard-earned …
  continue reading
 
Welcome to the second episode of our miniseries for Finding Your Ikigai, where we invite a series of guests to explore what it means to live a good life, incorporating the concept of Ikigai and Providend’s Philosophy of Sufficiency. Being a trusted adviser to our affluent clients for over two decades, we have always advocated for our clients to fir…
  continue reading
 
In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to, so our clients can reach their life goals reliably, with peace of mind. In this week’s Money Wisdom episode, our co-host Isaac talks to our CEO, Christopher, about cry…
  continue reading
 
As the leading fee-only wealth advisory firm in Asia, we have always advocated our clients to make life decisions before money decisions, when it comes to their hard-earned money. In this episode of “The Providend Conversation”, we are honoured to have Der Shing and Shao-Ning share their journey from running a business to running a family, with our…
  continue reading
 
Welcome to the first episode of our Milestones by Decade mini-series! We’re thrilled to kick off this series, diving into insightful conversations with our Client Advisers. In each episode, we’ll reflect on the lessons and advice they wish they’d received a decade ago, offering practical tips for navigating key milestones, from your 20s to your 50s…
  continue reading
 
As the leading fee-only wealth advisory firm in Asia, Providend has consistently guided clients on incorporating CPF into their comprehensive wealth plans. In this week’s Money Wisdom episode, our co-host Isaac talks to our CEO, Christopher about the CPF Special Account closure on 19 January 2025, which had an impact on approximately 1.4 million CP…
  continue reading
 
As the leading fee-only wealth advisory firm in Asia, our wealth management philosophy of making life decisions before money decisions is born out of our experiences managing our clients' hard-earned money for over two decades. In this episode of "The Providend Conversation", we are honoured to have Mr Loo Cheng Chuan share with our CEO, Christophe…
  continue reading
 
This marks the first episode of our miniseries for Finding Your Ikigai, and we are really excited to begin this series, as we invite a series of guests to explore what it means to live a good life, incorporating the concept of Ikigai and Providend’s Philosophy of Sufficiency. Being a trusted adviser to our affluent clients for over two decades, we …
  continue reading
 
Welcome to the first episode of Providend’s Money Wisdom Podcast Season 4! We hope everyone is looking forward to what we have in store for you this year. As the leading fee-only wealth advisory firm in Asia, we have been guiding our clients for over two decades, encouraging them to make life decisions first, before money decisions. For this season…
  continue reading
 
Fortnightly on Mondays at 8am, Providend’s Money Wisdom will share how you can gain clarity in your own “ikigai decisions” and make wise financial choices to support them. That, to us, is the essence of money wisdom and what we want you to take away from listening to our podcast. Also available in video format on our YouTube channel fortnightly on …
  continue reading
 
Having survived multiple market crises in our investment journey since 2001, we know what works and what won't work. In this week’s Money Wisdom episode, Amelia from the Brand Experience Team talks to Isaac, our Client Adviser, about why a good outcome from your investments may not mean you had made a good decision to begin with. They also discuss …
  continue reading
 
As Asia's leading fee-only wealth advisory firm, we are honoured to feature Dr Peng Chen, our Senior Advisor and Director at Providend, in this special podcast episode. Dr Peng is the co-inventor of the Ibbotson-Chen model – a data-focused approach that breaks down the components contributing to equity market returns and uses them to estimate forwa…
  continue reading
 
Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets. In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about the critical role of heal…
  continue reading
 
Welcome back the final part of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey of our clients. This final episode is a very special episode, where we have our Founder and CEO, Christopher, interview one of our clients, Richard Hong, CEO at TÜV SÜD PSB ASEAN, our client of 17 yea…
  continue reading
 
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 Wisd…
  continue reading
 
Welcome back to part eight of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey of our clients. As Asia's leading fee-only wealth advisory firm, we have received many questions about who we serve and our work for our clients. So we put together a collection of all the stories that…
  continue reading
 
As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund Advisors' Global Advanced Conference. During this trip, he visited San Francisco, Dallas, and Austin, and returned with insights on homelessness, succession planning, and retiring in a foreign land. I…
  continue reading
 
Welcome back to part seven of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we continue exploring the wealth management journey of our clients. As Asia's leading fee-only wealth advisory firm, we have received many questions about who we serve and our work for our clients. So we put together a collection of all the s…
  continue reading
 
As Asia’s leading fee-only wealth advisory firm, we understand the challenges faced by business owners who are focused on growing their enterprises and may not have had the chance to develop a comprehensive business exit and succession plan. In this week’s Money Wisdom episode, Isaac interviews Jerome Song, Associate Director of Business Exit at Pr…
  continue reading
 
Being a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, encourages us to think beyond the financial aspects of retirement, considering the emotional and psychological readiness that is often overlooked. In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team digs deeper …
  continue reading
 
As the leading fee-only wealth advisory firm in Asia, we understand the challenges faced by our clients who are business owners with a lot on their minds to grow their businesses and may not have had the chance to think through a business exit and succession plan. In this week’s Money Wisdom episode, our co-host Isaac talks to Jerome Song, Associat…
  continue reading
 
As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, shares the lessons he has learnt in Legacy Planning in his Business Times article. With almost three decades of experience in planning for clients, Chris has many stories to share when it comes to Legacy Planning—often mistaken for Estate Planning. In this week’…
  continue reading
 
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 …
  continue reading
 
As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, discusses in his Business Times article why you should not simply invest in the S&P 500 alone. With competing views from sources like Business Insider claiming that the S&P 500 will hit 8,000 to 15,000 points by the end of the decade, does this trigger a 'fear o…
  continue reading
 
Welcome back to part five 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…
  continue reading
 
As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher's Business Times article discusses the critical mistake that business owners often make, when they do not integrate their business with their personal wealth planning. In this week’s Money Wisdom episode, our co-host Amelia, from the Brand Experience team, sits d…
  continue reading
 
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 client…
  continue reading
 
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…
  continue reading
 
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 clien…
  continue reading
 
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 st…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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 …
  continue reading
 
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-base…
  continue reading
 
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 …
  continue reading
 
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 Le…
  continue reading
 
Did you know that Dave Butler, Co-CEO of Dimensional Fund Advisors (DFA), was a former professional basketball player? Standing at over two metres tall, how did he come to and stay in his role at DFA for the past 28 years, instead of pursuing his career in basketball? In this week’s Money Wisdom episode, Dave recounts his journey in one of the bigg…
  continue reading
 
Having a roof over your head is one of the necessary aspects of life. However, nowadays, many people in Singapore view properties as an investment and often even prefer these over equities. So, the question arises: Should you focus on property investment? In this week's Money Wisdom episode, Chin Yu discusses why people might prefer to invest in pr…
  continue reading
 
With the latest changes to investment-linked policies (ILPs), many investors may be contemplating the inclusion of this product in their investment portfolios. This prompted our CEO, Chris, to write his latest article in his The Business Times column, addressing the suitability of ILPs for your investment strategy. In this week's Money Wisdom episo…
  continue reading
 
It is inevitable to avoid crises or market downturns during your long-term investment journey. While we acknowledge that some turbulence is normal in any flight, it doesn't guarantee our hearts can always withstand the market's volatility. That’s why, at Providend, we are committed to coaching our clients even before they embark on their investment…
  continue reading
 
At Providend, we've always advocated an evidence-based approach when investing your money and do not attempt to time the market. One might assume that, as long as you invest your money this way, you would be in good shape. However, another crucial piece of the puzzle is using the right instrument with the right investment manager. This was why Prov…
  continue reading
 
More often than not, many investors assume that once they have completed their wealth plan when they are younger, they do not need to revisit it. However, this is not a reliable approach to managing your wealth plan. As accumulators, there are numerous unexpected events for which you may not have planned. Similarly, there are concerns as retirees t…
  continue reading
 
In a previous article written for The Business Times, Chris, our CEO, explained the different ways an adviser could be compensated – commission-based, fee-based, or fee-only. However, it is important to note that the different compensation methods alone do not determine if an adviser is the right one for you. In this week’s Money Wisdom episode, Ch…
  continue reading
 
After finding the right instrument to invest in, the next question many investors might have is whether they should invest their entire amount all at once (Lump Sum) or spread it out over a few months (Dollar Cost Averaging). There are merits to both approaches, but which one is right for you? In this episode, Zhi Han, our Client Adviser, shares th…
  continue reading
 
Loading …
Listen to this show while you explore
Play