S3E09: A More Reliable Way to Get Enough Investment Returns - The Brain Behind

Being a trusted adviser to our affluent clients for over two decades, it is important to ensure the reliability and sufficiency of investment returns to meet our clients' non-negotiable life goals.
Some weeks ago, our CEO Chris encountered three situations that inspired him to write his Business Times article, with one of them being his recent trip to Guangzhou as a keynote speaker at the Morningstar (China) 2024 Investment Summit. A common theme running through all three encounters was the challenge for investors to stay invested.
In this week’s Money Wisdom episode, our new co-host Amelia, from the Brand Experience team, interviews Chris, beyond what was written in the article. Chris opened up about the lessons Singaporean investors can learn from the Chinese and also shared a case study of what a non-negotiable life goal is and the importance of holistic wealth advice that contributes to our clients achieving these goals.
You can find Chris’ article in The Business Times on this topic here: providend.com/a-more-reliable...
Stay tuned for our next podcast episode, where we will be jumping into part 4 of our mini-series: "The Story of Our Clients' Wealth Journey".
The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
Music courtesy of ItsWatR.
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If you would like an honest second opinion on your current investment portfolio, financial outlook, or retirement plan, make an appointment with us today: providend.com/our-clients/ser...
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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: providend.com/our-clients/acc...
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[@fellofftheroughrock]

Best co host thus far 🥳

[@ProvidendSG]

Thank you @fellofftheroughrock for encouraging Amelia and we hope you have enjoyed the podcast! Have a restful weekend ahead.