How Providend Guides Clients Through Lifelong Wealth Planning Conversations (S3E21)

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 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 what happens after the planning is done for our clients and the importance of lifelong conversations. The planning is much like a wedding, but afterwards, maintaining a healthy marriage requires regular conversations, as clients' situations will change through different seasons.

Timestamp:
1:50: The role of a wealth adviser.
6:11: Examples of 3 changes impacting a client's wealth plan.
16:05: Can I do my own regular reviews (aka DIY wealth planning)?
21:39: The deep conversations Providend has with our clients.

You can also listen to the full episode of this podcast here:
https://providend.com/providend-guide...

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. Learn more about Isaac here: https://providend.com/s2e1-meet-your-...

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:
▸ Spotify: https://open.spotify.com/show/5Z3FcQx...
▸ Apple Podcast: https://podcasts.apple.com/us/podcast...
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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: https://providend.com/our-clients/acc...
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▸Our philosophy at https://providend.com/about/
▸Our publications at https://providend.com/publications/

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