Providend

As the leading fee-only wealth advisory firm in Asia, we know the importance of the reliability and sufficiency of investment returns to meet our clients' non-negotiable life goals. Our CEO and Founder, Christopher Tan, was privileged to be invited to the Morningstar China 2024 Investment Summit as one of their keynote speakers. In this video interview, Chris is proud to champion conflict-free wealth advice that is holistic and comprehensive, instead of advice that is piecemeal or product-focused. He also talked about Providend being an institutionalised firm and the importance of a team approach in wealth advisory, because no one person can be an expert in every area. Through deep conversations with our Client 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. Learn more about our investment philosophy here: https://lnkd.in/gWWrxmQ

The CPF Special Account will be closing in January 2025 for those aged 55 and above. Have you decided on the best course of action for your SA funds? As a trusted adviser to our affluent clients for over two decades, we’ve outlined key options to help you navigate this change and make informed decisions for your retirement. Read the full article on our website before the year ends to be better prepared. With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. Do reach out to us if you need our expertise: https://lnkd.in/gQEu8Bkc

Your CPF Special, MediSave, and Retirement accounts will be dipping to 4% per annum from 1 January to 31 March 2025 — how will this impact your savings? As the leading fee-only wealth advisory firm in Asia, Providend has consistently helped many of our clients include CPF as part of their comprehensive wealth plans. Our CEO, Christopher, was on CNA 938 radio to discuss the impact of these recently announced CPF interest rate cuts to 4%. Listen to the podcast to stay better informed. With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. Make an enquiry with us today: https://lnkd.in/g-CRhQgw

"Providend played a key role in launching Dimensional Fund Advisors' funds in Singapore." 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. Our CEO, Christopher, recounts meeting Dr Peng in 2014 and how Dr Peng was the true pioneer of bringing Dimensional funds to Singaporean investors. New podcast episodes will be released fortnightly on Mondays at 8 am and are also available in video format on YouTube. Subscribe to our YouTube channel so you don't miss any new content. 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. Listen to this podcast to understand why Providend chooses to work with Dimensional Fund Advisors: https://lnkd.in/gvh5JB25

"After the salary ceiling adjustment, individuals earning over $6,800 per month will contribute more to their CPF. While take-home pay may decrease in the short term, higher employer contributions will help grow retirement savings through compound interest in the long run." In this Lianhe Zaobao article, TianRui (Ray), our Client Adviser, shares more about the impact of the CPF adjustments from January 2025. Do forward this to your Mandarin-speaking friends and family so they can stay well-informed. Through deep conversations with our advisers, you will gain clarity on what matters most in life and the steps to living a good life, both financially and non-financially. Learn how to plan for your retirement after 2024's CPF changes and the closure of the Special Account next year for those aged 55 and above: https://lnkd.in/gXuPm4Wr

"Why don't we spend the money now to take care of our health before it even goes down?" Watch the full episode of this podcast here: https://lnkd.in/gEniyXTk

Having navigated multiple market crises since our investment journey began in 2001, we know what works and what doesn’t. In our latest market review, Choon Siong L., our Research Analyst, shares how U.S. stocks did really well, especially small companies, in November. Bond prices are also going up due to lower treasury yields and tighter credit spreads. To ensure a positive investment experience, Providend is committed to delivering reliable returns, prioritising stability over maximising returns and taking unnecessary risks that do not meet your needs. Learn the 'active' approach that Providend takes in managing your investment portfolio: https://lnkd.in/d_xc_Mf8

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. Our CEO, Christopher, chats with Dr Peng, recounting their first meeting in 2014 and sharing how Dr Peng was a pioneer in bringing Dimensional Funds to Singapore, and how Providend played a pivotal role in seeding the funds to make it all possible. Listen to the podcast here: https://lnkd.in/ggcizQZT To ensure a good investment experience, Providend is committed to delivering reliable returns, prioritising this over maximising returns and taking unnecessary risks that do not meet your needs. Learn why Providend works with Dimensional Fund Advisors here: https://lnkd.in/gvh5JB25

"On the inside, my father-in-law must be thinking, "Just let me go"." Watch the full episode of this podcast here: https://lnkd.in/gEniyXTk

"I remember again that life isn’t a relay race; that we will all cross the finish line; that waking up to life is what we were born for." Having survived multiple market crises since 2001, we know what works and what doesn't. Annette Lee, our Client Adviser, shares how to have a mindful approach for a calmer investment journey. Read on to find out more. With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. Learn why investing in the S&P 500 alone is not the silver bullet: https://lnkd.in/gRmrWeNZ