Thank you @JJ-iu6sr for your question and @caveman7789 for chipping in on this, we really appreciate it. The information is accurate but regardless of our clients' wealth level, we always walk our clients through a very thorough discovery session to find out what is most important to them, where they are right now and where they want to be. We will then develop a holistic wealth plan to help them address their needs and reach those goals. Each client is very important to us. You may also be interested in one of our eBooks on retiring well here and we hope you will enjoy reading it: providend.com/publications/#retirewell Have a lovely weekend ahead!
Just given a like. One question: How much wealth qualifies as Mass Affluent, High Net Worth & Ultra High Net Worth?
From Providend's website, Accumulators usually start with around SGD350K, HNW between 1.5M~8M, UHNW will be above 8M.
Thank you @JJ-iu6sr for your question and @caveman7789 for chipping in on this, we really appreciate it.
The information is accurate but regardless of our clients' wealth level, we always walk our clients through a very thorough discovery session to find out what is most important to them, where they are right now and where they want to be. We will then develop a holistic wealth plan to help them address their needs and reach those goals. Each client is very important to us. You may also be interested in one of our eBooks on retiring well here and we hope you will enjoy reading it: providend.com/publications/#retirewell
Have a lovely weekend ahead!
How to join provedend
One of my goals in life is to become the client of Providend one day. 😁
Morning @thureinoo, thank you so much for the kind words! It made our day. :)
Me too
How to join providend
Hi @juniyahtaib8421,
You may visit our website here to find out more: providend.com/careers/
Have a good week ahead!