Money Wisdom Special: Celebrating Providend’s 24th Birthday (S4E26)

Being a trusted adviser to our affluent clients for over two decades, Providend celebrates its 24th birthday this year, a milestone that reminds us just how far we’ve come!

In this special Money Wisdom episode, we sat down with three of our leaders: Christopher Tan (Group CEO), Moon Shary (Group COO & Executive Director), and Evelyn Goh (Deputy CEO & Chief Advisory Officer), to answer some of the most frequently asked (and Googled) questions about Providend.

From “Where is Providend located?” and “When did Providend start?” to broader questions such as “How is Providend still around?” and “Why is Providend so expensive?”, no topic was avoided. They also addressed questions on our fee structure, whether changes are anticipated, and the often-asked succession question: “Who will be Providend’s next CEO, COO, and Deputy CEO?”

Candid, light-hearted, and filled with insights, this episode is a rare behind-the-scenes look at what makes Providend who we are today, how far we’ve come in our journey, and our vision for the future.

As the leading fee-only wealth advisory firm in Asia, we celebrate this milestone with heartfelt gratitude to our clients for their trust and to our colleagues (our fellow bearies) for their dedication. Together, you have made Providend who we are today — a light in the financial world.

Music courtesy of ItsWatR.

The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.

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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