Top Reasons Why Clients Choose Providend (S3E05)

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, titled "The Story of Our Clients' Wealth Journey", we delve into the wealth management journey of our clients. This is a collection of all the stories that clients and prospective clients shared with us ranging from why they are looking for guidance to challenges they faced before meeting us, and their experience working with us. We are sure you would find something that resonates with you in your own wealth journey and glean some interesting insights.

In this week’s Money Wisdom episode, our CEO Chris, and co-host Isaac, begin by telling the tale through the perspective of our clients - the protagonist of this story. As you continue through the series, you will learn about the values that they hold dear and the common thread that runs across what clients are looking for in a credible wealth adviser.

Timestamp:
01:54 Holistic planning for affluent clients.
08:43 Expertise sought by time-constrained savvy investors.
15:05 Balancing lifestyle and future security.
18:31 Managing global assets and family dynamics.
23:16 Strategic wealth transfer and legacy planning.
24:26 Unbiased guidance and deep client understanding.
26:44 Building trust and minimising self-interest.
30:16 Adapting financial advice to client's life changes.

You can find this podcast on our website here as well: https://providend.com/top-reasons-why...

Stay tuned for our next podcast episode, where our co-host Jin will be talking to Chris about his article in The Business Times. Following that, our next episode will be part two of this new series, so please look out for it!

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. The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here: https://providend.com/providends-mone...

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. Learn more about Isaac here: https://providend.com/s2e1-meet-your-...

Want to listen to our Providend’s Money Wisdom podcast while you’re commuting to work, enjoying a workout or simply to start your week on the right foot? Follow our audio only podcast on your favourite podcast platform for new episodes fortnightly on Mondays at 8am:
▸ Spotify: https://open.spotify.com/show/5Z3FcQx...
▸ Apple Podcast: https://podcasts.apple.com/us/podcast...

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Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!

For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help here: https://providend.com/our-clients/acc...
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Learn more about:
▸Our philosophy at https://providend.com/about/
▸Our publications at https://providend.com/publications/

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