As Asia's leading fee-only wealth advisory firm, we are honoured to feature Dr Peng Chen, our Senior Advisor and Director at Providend, in this special podcast episode.

Dr Peng is the co-inventor of the Ibbotson-Chen model – a data-focused approach that breaks down the components contributing to equity market returns and uses them to estimate forward-looking expected returns. This model earned the prestigious Graham and Dodd Award of Excellence.

In this week’s Money Wisdom episode, Chris chats with Dr Peng, recounting their first meeting in 2014 and exploring how Dr Peng and Providend played a pivotal role in bringing Dimensional funds to Singaporean investors.

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, 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”.

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.

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TBC

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets.

In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about the critical role of health span in retirement planning and how it is often overlooked. Saving for your 'health plan' in retirement is just as important as building your wealth plan, particularly if leaving behind a legacy aligns with your life goals.

You can read Chris’s article in The Business Times on this topic here: https://providend.com/health-span-missing-piece-retirement-planning/

Stay tuned for our next episode, where Chris interviews Dr Peng Chen, our Senior Advisor and Director at Providend!

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/

Welcome back the final part of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey of our clients.

This final episode is a very special episode, where we have our Founder and CEO, Christopher, interview one of our clients, Richard Hong, CEO at TÜV SÜD PSB ASEAN, our client of 17 years to date.

As Asia's leading fee-only wealth advisory firm, we are honoured to be able to sit down with Richard, to reflect on how he came to know about Providend, why he continues to trust us in his wealth planning, and the value he sees in partnering with us over these many years.

In this week’s Money Wisdom episode, Chris discussed with Richard on why Providend stood out to him, the value of our advice, and Richard's experience with three different client advisers at Providend.

It is truly a privilege that we are able to see our clients through their journey from climbing the corporate ladder, being family-stewards, to walking towards retirement and fulfilling their life goals. Providend is very honoured to be part of this process for Richard's life and we want to take the chance to say thank you to all our clients that have been with us and trusted us for so many years.

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, 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”.

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.