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

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.
Timestamp:
00:54 The POP meeting.
03:42 Wealth planning tailored to individual needs.
07:52 Client collaboration.
12:59 Our approach.
20:14 Lifelong conversations.
22:54 Market volatility.
23:35 Communication reassures clients.
25:29 Financial plans need periodic adjustments.
28:47 Outsourcing frees clients to focus.
30:08 Coaching our clients.
32:54 Providend addresses possible financial blind spots.
34:58 Success metrics.
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: providend.com/...
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: providend.com/...
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:
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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: providend.com/...
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