Welcome to the fourth 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 prioritise life decisions before financial ones. These life decisions are what we refer to as “Ikigai” decisions. In this episode, our Founder and CEO, Christ...
Jul 21, 2025•57 min•Season 4Ep. 21
Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they’ve built? And most importantly, how do they preserve family harmony among their three children? Being a trusted adviser to affluent c...
Jul 07, 2025•17 min•Season 4Ep. 20
Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they’ve built? And most importantly, how do they preserve family harmony among their three children? Being a trusted adviser to affluent c...
Jun 23, 2025•12 min•Season 4Ep. 19
Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they’ve built? And most importantly, how do they preserve family harmony among their three children? Being a trusted adviser to affluent c...
Jun 09, 2025•53 min•Season 4Ep. 18
Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they’ve built? And most importantly, how do they preserve family harmony among their three children? Being a trusted adviser to affluent c...
Jun 02, 2025•24 min•Season 4Ep. 17
“At 17, my goals were simply to make more money to afford regular meals like chicken rice.” The chairs are switched in this very special episode of The Providend Conversation: Living the Good Life , where we are honoured to have Michelle Martin in conversation with our CEO, Christopher . In this candid chat, he shares his personal life — speaking on money, family, career, parenting, and more. As the leading fee-only wealth advisory firm in Asia, we have always believed that financial planning sh...
May 26, 2025•36 min•Season 4Ep. 16
“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-earned money. In this episode of “The Providend Conversation,” we’re delighted to feature Jonathan Teoh , an architect by training and practice who gav...
May 19, 2025•34 min•Season 4Ep. 15
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 pessimist or an optimist during uncertain times like today’s ongoing trade tensions, and how to approach the “money equation” — balancing short-term fi...
May 12, 2025•38 min•Season 4Ep. 14
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 the leading fee-only wealth advisory firm in Asia, we’ve had the privilege of guiding clients from all walks of life at different stages for over two ...
Apr 28, 2025•27 min•Season 4Ep. 13
“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. That’s exactly what Dr Tang did. Unlike most doctors, he chose a very different career path — and his latest portfolio? Medical concierge and advocacy. I...
Apr 21, 2025•29 min•Season 4Ep. 12
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 waiting until you are older. In fact, what is the difference between estate and legacy planning? How does a 'life decision' that a person made during ...
Apr 14, 2025•25 min•Season 4Ep. 11
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 prioritise life decisions before financial ones. These life decisions are what we refer to as "Ikigai" decisions. In this episode, our Founder and CEO, Christ...
Mar 31, 2025•47 min•Season 4Ep. 10
“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 money. In this episode of “The Providend Conversation,” we are delighted to feature Why Keen , former Creative Director of The Royal Singapore , a man...
Mar 24, 2025•36 min•Season 4Ep. 9
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 first make life decisions before financial decisions. Life decisions are also what we term “Ikigai” decisions. In this episode, our Founder and CEO, Chri...
Mar 17, 2025•31 min•Season 4Ep. 8
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 cryptocurrencies, including Bitcoin, and whether they deserve a spot in your investment portfolio, especially if you already have investments in safer an...
Mar 03, 2025•31 min•Season 4Ep. 7
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 CEO, Christopher. Der Shing and Shao-Ning reflect on the pivotal moment when they left a typical corporate career path, to start their first business...
Feb 24, 2025•40 min•Season 4Ep. 6
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. As the leading fee-only wealth advisory firm in Asia, we’ve had the privilege of guiding clients from all walks of life at different stages for over...
Feb 17, 2025•21 min•Season 4Ep. 5
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 CPF members. Chris highlights the importance of first having clarity on your original intention for your CPF funds, before purchasing financial products...
Feb 03, 2025•30 min•Season 4Ep. 4
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, Christopher, on a personal level as he shares more about his relationship with money and his life goals. You may know him as “Mr 1M65” or “Mr CPF”, but who exac...
Jan 27, 2025•41 min•Season 4Ep. 3
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 have always advocated for our clients to first make life decisions before financial decisions. Life decisions are also what we term "Ikigai" decision...
Jan 20, 2025•51 min•Season 4Ep. 2
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, we will have various mini-series covering topics such as Finding Your Ikigai , Legacy Beyond Wealth , Milestones by Decade , and our classic favouri...
Jan 06, 2025•30 min•Season 4Ep. 1
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 Thursdays at 8pm. An original podcast produced by Providend Ltd. Do you have any feedback or questions? Reach out to us at communications@providend.co...
Jan 02, 2025•1 min
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 why it is so difficult for clients to let go of overly concentrated stock portfolios, even when the risks are clear. Isaac shares how, at Providend, w...
Dec 30, 2024•16 min•Season 3Ep. 26
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 forward-looking expected returns. This model earned the prestigious Graham and Dodd Award of Excellence. In this week’s Money Wisdom episode, Chris chats w...
Dec 16, 2024•1 hr 7 min•Season 3Ep. 25
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 health span in retirement planning and how it is often overlooked. Saving for your 'health plan' in retirement is just as important as building your wealt...
Dec 02, 2024•28 min•Season 3Ep. 24
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 years to date. As Asia's leading fee-only wealth advisory firm, we are honoured to be able to sit down with Richard, to reflect on how he came to know ab...
Nov 18, 2024•34 min•Season 3Ep. 23
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 Wisdom episode, our co-host Amelia from the Brand Experience Team chats with Chris about his own experience getting caught up in short-term market trends ...
Nov 04, 2024•29 min•Season 3Ep. 22
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 clients and prospective clients shared with us. These stories range from why they sought guidance, the challenges they faced before meeting us, and t...
Oct 21, 2024•25 min•Season 3Ep. 21
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. In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team chats with Chris about how young Singaporeans can strike a balan...
Oct 07, 2024•25 min•Season 3Ep. 20
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 stories that clients and prospective clients shared with us. These stories range from why they sought guidance, the challenges they faced before meetin...
Sep 23, 2024•28 min•Season 3Ep. 19
