Two Essential Characteristics of a Trusted Wealth Adviser (S3E08)

Providend's Money Wisdom

Welcome back to part three of this nine-part mini-series, where we delve into the wealth management journey of our clients.

As the leading fee-only wealth advisory firm in Asia, we have been receiving 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. It ranges from why they are looking for guidance, challenges they faced before meeting us, and their experience working with Providend.

In this week’s Money Wisdom episode, our co-host Isaac talks to Chin Yu, our Lead of Advisory Team, about the two qualities that a trusted adviser should have. Chin Yu also shares more about how Providend's collective wisdom, philosophies and strong work culture push the team forward to become trusted advisers, as we manage over S$1 billion worth of our clients’ assets with care, so our clients can reliably meet their non-negotiable life goals.

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. Do watch out for it!

The host, Isaac Ong, is Associate Adviser at Providend, Singapore’s First Fee-Only Wealth Advisory Firm.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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