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 favourite, The Brain Behind, where we interview Chris about his Business Times’ articles.

At Providend, we believe that wisdom with money isn't about maximising returns. Rather, it is about understanding your ikigai goals and making wise financial decisions to support them. That’s the essence of money wisdom. This is why we have decided to focus on these mini-series topics, to support you on your journey towards living a good life. Do look forward to these podcast episodes in the weeks to come!

Music courtesy of ItsWatR.

The three hosts of this episode are Christopher Tan, Chief Executive Officer, Isaac Ong, Client Adviser, and Amelia Wong, Senior Content & Digital Marketing Executive 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. If you are keen to dive into the specific mini-series episodes, you may do so here:

• The Story of Our Clients’ Wealth Journey: This mini-series delves into the wealth management journeys of our clients.
• The Brain Behind: Christopher Tan, our CEO and regular contributor to The Business Times’ Money Wisdom column, will discuss the thoughts and insights behind selected articles.

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:

Grab Your Very Own Money Wisdom Book Today!

Some longtime listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book titled Money Wisdom: Simple Truths for Financial Wellness. If you are interested in getting your very own signed copy, please check out the link here: https://providend.com/publications/

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.com

Music courtesy of ItsWatR.

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, we first prioritise understanding our clients’ life goals and major milestones before focusing on how much investment returns needed to meet those goals.

You can read Isaac's article on this topic here: Why a Good Outcome Doesn’t Always Mean You Made a Good Decision

Stay tuned for our next podcast episode, which will also the first episode of the new year!

Music courtesy of ItsWatR.

The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive 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.

Mentioned in this episode:

Grab Your Very Own Money Wisdom Book Today!

Some longtime listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book titled Money Wisdom: Simple Truths for Financial Wellness. If you are interested in getting your very own signed copy, please check out the link here: https://providend.com/publications/