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 meeting us, and their journey with Providend.

In this week’s Money Wisdom episode, our co-host Isaac talks to Evelyn, our Deputy CEO & Chief Advisory Officer, about the "Advanced Planning" process we implement after our clients' wealth plans have been put into place. They discuss the importance of End-of-Life Planning, Legacy Planning, and Estate Planning, highlighting that there are nuances in planning for our clients' Advance Medical Directive (AMD), Lasting Power of Attorney (LPA), and Advance Care Plan (ACP).

Isaac and Evelyn expand on why it is truly a privilege of the Client Adviser to help clients reflect on their values and goals, ensuring their estate and legacy plans aren’t just about assets but also the meaningful stories and relationships they leave behind.

As Isaac mentioned in the podcast introduction, you can refer to these past two podcast episodes for more details on End-of-Life Planning:

• All You Need to Know About End-of-Life Planning (Episode 16)
• All You Need to Know About Estate Distribution, Estate Creation & Estate Preservation (Episode 20)

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.

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.

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/

As Asia’s leading fee-only wealth advisory firm, we understand the challenges faced by business owners who are focused on growing their enterprises and may not have had the chance to develop a comprehensive business exit and succession plan.

In this week’s Money Wisdom episode, Isaac interviews Jerome Song, Associate Director of Business Exit at Providend, about the critical aspects of a successful succession plan, including preparing future leaders and retaining top talent during what can be a challenging transition.

With over two decades of experience in finance, mergers and acquisitions, strategy, and people development, Jerome discusses how he partners with business owners to determine if a family member is suitable to succeed the business. He also cites successful succession planning case studies from companies such as Apple and Bengawan Solo.

You may also be interested in an earlier podcast where Jerome discusses how Benny Se Teo, founder of Eighteen Chefs, successfully exited his business, highlighting the importance of accurate business valuation and finding the right buyer to ensure business continuity and employee welfare.

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 today to start crafting your tailored business exit plan, integrating it into your personal wealth plan: https://providend.com/our-clients/service-enquiry-form/

Stay tuned for our next episode, where Isaac interviews Evelyn, our Deputy CEO & Chief Advisory Officer, on the topic of Advanced Planning!

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.

Mentioned in this episode:

Subscribe to Our Mailing List Today!

If you’re interested in getting more of our thought leadership contents, click this link to subscribe to our newsletter today: https://providend.com/#newsletter-subscribe

Being a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, encourages us to think beyond the financial aspects of retirement, considering the emotional and psychological readiness that is often overlooked.

In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team digs deeper into this topic with Chris, discussing the importance of having a strong community of friends during retirement, the hardest thing for him to let go of at Providend, and advice he would give to someone who feels anxious about losing their sense of purpose.

If you have closely tied your identity to your career, you do not want to miss this episode.

You can read Chris’s article in The Business Times on this topic here: https://providend.com/beyond-finances-are-you-really-prepared-for-retirement/

We welcome you to register for our upcoming Providend’s Heritage Webinar on 10 September 2024, at 7:30pm here and we hope to see you there: https://us06web.zoom.us/meeting/register/tZYrcuGppjgtHNFkyOB6oEz3-kaaWxr7CQLM#/registration

Stay tuned for our next podcast episode, where our co-host Isaac will be having a conversation with Jerome Song, our Associate Director of Business Exit.

To receive first-hand wealth insights from our team of experts, we invite you to subscribe to our weekly newsletter: https://providend.com/#newsletter-subscribe

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. We can help you with your retirement planning and unique life goals—make an enquiry with us today: https://providend.com/our-clients/service-enquiry-form.

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:

Download our RetireWell™ eBook Today!

Our popular RetireWell™ eBook has been updated! RetireWell™ is a methodology that Providend has developed to design a retirement income plan that will provide you with a safe and reliable stream of income for the rest of your life. Check out the link here to download a complimentary copy of the full eBook today: https://providend.com/publications/#retirewell

Register for our Providend Heritage Webinar!

If you’ve ever wondered how Providend, Southeast Asia’s first fee-only wealth advisory firm, stands apart from traditional commission-based models, this is your chance to find out. Join us to see if fee-only advice is right for you and get practical tips to make smarter financial decisions so you can live the good life you’ve always desired. Simply click the link here to register:...