How Providend Helps Clients Build a Legacy Beyond Assets (S3E19)

Providend's Money Wisdom

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

As Asia's leading fee-only wealth advisory firm, we have received 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. These stories range from why they sought guidance, the challenges they faced before meeting us, and their journey with Providend.

In this week’s Money Wisdom episode, our co-host Isaac talks to Evelyn, our Deputy CEO & Chief Advisory Officer, about the "Advanced Planning" process we implement after our clients' wealth plans have been put into place. They discuss the importance of End-of-Life Planning, Legacy Planning, and Estate Planning, highlighting that there are nuances in planning for our clients' Advance Medical Directive (AMD), Lasting Power of Attorney (LPA), and Advance Care Plan (ACP).

Isaac and Evelyn expand on why it is truly a privilege of the Client Adviser to help clients reflect on their values and goals, ensuring their estate and legacy plans aren’t just about assets but also the meaningful stories and relationships they leave behind.

As Isaac mentioned in the podcast introduction, you can refer to these past two podcast episodes for more details on End-of-Life Planning:

• All You Need to Know About End-of-Life Planning (Episode 16)
• All You Need to Know About Estate Distribution, Estate Creation & Estate Preservation (Episode 20)

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, 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/