In managing in excess of S$1 billion worth of our clients’ assets, we know what works and what will not work when it comes to the reliability and sufficiency of investment returns.

To share our insights, we are pleased to introduce our "Investment 101" video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, discusses essential investing concepts with Dr Peng to provide you with a better understanding of the financial markets as you embark on or continue your investment journey.

In this episode, Dr. Peng and Isaac discuss what it means to invest in equities and why it is one of the most common ways to accumulate wealth. They cover common mistakes people make when investing in equities and highlight the importance of having a globally diversified portfolio.

Watch all five "Investment 101" videos here.

When investing for non-negotiable life events such as retirement, we need to use an approach that offers the highest probability of success. Read this article to find out why simply investing in a single index like the S&P 500 index is not the silver bullet.

Learn more by reading our investment eBook titled "A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty".

With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. You can reach out to us here for sound advice tailored to your unique situation.

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

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.

As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is grounded in real-world experience managing more than S$1.7 billion of our clients’ hard-earned assets.

In this week’s Money Wisdom episode, we continue our 'The Brain Behind' series, where our new co-host and Associate Adviser, Sudhan, speaks with our CEO, Christopher, about his latest Business Times article, 'Thriving in a Messy World: Why the Philosophy of Sufficiency Matters More Than Ever.'

In this conversation, Christopher explains why the Philosophy of Sufficiency is even more relevant in today’s world of constant comparison and noise. They discuss conventional definitions of success, from the old “5Cs” mindset to modern ideas of wealth accumulation and defining success on one’s own terms.

In an uncertain world, this conversation challenges how we think about sufficiency, contentment, ambition, and what truly matters in wealth planning, including the quiet balance between chasing maximum returns and sleeping peacefully at night.

To gain more perspective on today’s conversation, you may begin by reading Christopher’s Business Times article here: https://providend.com/thriving-in-a-messy-world-philosophy-of-sufficiency/

If you would like an honest second opinion on your current investment portfolio and wealth plan, make an appointment with us today. There will be no fees charged at the first meeting: https://providend.com/our-clients/service-enquiry-form/

Music courtesy of ItsWatR.

The host of this episode, Sudhan Purushothuman, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

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.

Mentioned in this episode:

Download Investment eBook Today!

TBC

Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee.

This series explores the critical collaboration between wealth advisers and legal professionals in safeguarding your family’s future. Joined by lawyers Cynthia Tang of Tang Thomas and Soo Chye from OAKS Legal, each episode shares real-life stories showing how thoughtful planning can protect your family and make a meaningful difference, offering practical insights for your own legacy journey.

In this first episode, we welcome Cynthia for an insightful conversation on why legacy planning works best when a lawyer and a trusted wealth adviser work hand in hand. They explore why a clear Schedule of Assets is essential, how co-owned properties and insurance nominations can complicate distribution, and why a will is only one piece of a much bigger legacy puzzle.

In managing over S$1.7 billion of our clients’ hard-earned assets, Providend believes legacy planning goes beyond wealth plans or legal documents. It starts with clarity over your non-negotiable ikigai goals, assets, family circumstances, and long-term intentions. Without this full picture, even a well-drafted will can leave gaps or place unnecessary strain on those you care about most.

If you have ever wondered whether a will alone is enough, this conversation is a bite-sized place to begin.

Music courtesy of ItsWatR.

The host of this episode, Loh Yong Cheng, is the Deputy Head of Advisory at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

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.

Mentioned in this episode:

Get Our Money Wisdom II Book Today!

Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form