Wealth Management to Reach Your Unique Life Goals Reliably (S3E14)

Providend's Money Wisdom

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 stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us, and their experience working with Providend.

In this week’s Money Wisdom episode, our co-host Isaac talks to Chin Yu, our Lead of the Advisory Team, about the "Presentation of Plan" meeting we have with our clients. This meeting consolidates all the important information we have discovered over the past few meetings. It incorporates each client's unique needs and specific life goals that they wish to meet.

Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times.

Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. Reach out to us for sound advice on your wealth plan today: https://providend.com/our-clients/service-enquiry-form/

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.

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.