A Family Serving Families

We exist to serve our families of clients to fulfill their dreams and achieve their family goals by providing them with the most honest, independent and competent advice.

Retirement Planner Singapore, Retirement Planning Singapore, Financial Advisors Singapore

In our relentless pursuit to be the most trusted independent private wealth management company, Providend adopts an approach that is uniquely different from the rest of the service provider. We know it is a road less traveled, but a path that will lead us to providing you with the most honest, independent and competent financial advice.

Retirement Investment Planner – We Are Pioneers in the Independent Financial Advisory Industry

We were one of the first to obtain an IFA license in 2003. Since then, we have chalked up a wealth of experience, especially through various crises, in giving financial advice motivated not by sales but by the desire to do what’s best for our clients. With this knowledge, you can be sure that your financial matters are in good hands.

Independent Financial Advisor Singapore – We Have A Unique and Comprehensive Financial Planning Process

Our focus is always first and foremost on crafting the most suitable financial plan for you. This is why we spend no less than 30 hours, including at least four meetings, developing a comprehensive financial plan that encompasses all aspects, including insurance, investments and estate planning. This also involves devoting time to finding out what your financial situation and objectives are, ensuring that the final product is truly customized to your needs, circumstances and goals.

Our Team-Based Approach Ensures Consistency in Competence

It is not easy to be a jack-of-all-trades and master them as well. Here at Providend, our client advisers do not handle all aspects of the financial plan on their own. Instead, they are supported by a team of up to 5 qualified resident specialists , one for every component of the overall financial plan. In this way, you can be sure that our advice is the best you can possibly receive, because it is backed by the relevant expertise. What’s more, the same strategic thinking is applied across the board, which means that all clients receive the same quality service.

Our Centralised Investment Management Process Allows for Better Management of Portfolios

At Providend, our overarching investment philosophy is centred not on chasing maximum returns, but on achieving financial goals through long-term investing. Guided by this philosophy, our investment committee, comprising highly qualified veterans in the industry, makes all the decisions on long-term strategic asset allocation, investment policy, as well as any necessary changes to the portfolios. These decisions are applied to all our portfolios, thus enabling us to monitor and manage your investments more effectively.

Financial Advisor,
independent financial advisor Singapore,
personal wealth management,
private wealth management,
Fee based financial advisor,
Fee based financial planners,
Financial Adviser Singapore.

We Are the First IFA to Provide Extensive Access to Overseas Index-Based Funds

When it comes to our clients’ investments, we always aim to minimize cost and risk while still achieving the returns needed to fulfill their financial goals. When we realized that active funds seldom consistently outperform passive benchmarks, we became a strong believer in index funds such as ETFs, which are not only subject to less volatility, but are more cost efficient as well. However, most of the best of breed index-based instruments were only available overseas, which spurred us to find ways to make them accessible to our clients. We succeeded, and became the first IFA in Singapore to provide extensive access to index-based instruments unavailable in Singapore. At Providend, we will continue to find better ways to help you reach your life goals, even if it means being different.

Insurance Commissions Rebate – Another pioneering move from one of the top Wealth Management companies in Singapore.

Insurance sales charge rebates, Fee Only Financial Planner, Financial Adviser, Financial Advisory Singapore, Wealth Management, Retirement Management, Financial advisory services.

First insurance commission rebate practice in Singapore, by a premier wealth management company.
Fee only financial adviser,
Financial advise,
Financial advice,
Financial advice Singapore,
SG wealth management,
wealth management in Singapore.


Upcoming Events

Honour (Singapore)

Since our humble beginnings in 2003, all we wanted was to do the right thing for our clients. Despite going against the grain of the industry, we have remained true to our purpose and continue to advocate a promise – the promise of honesty.

 

Honour (Singapore) has chosen to honour Providend as an organization which embraces such values.

 

Through this video that Honour has created, we share with you our story and how far we have come as we stay committed to provide you the most competent, independent and honest advice.

Will the Lifetime Retirement Investment Scheme give CPF investors higher returns? (Part 1)

In early August, a government-appointed panel suggested that the Central Provident Fund (CPF) introduce a low-cost investment option – known as the Lifetime Retirement Investment Scheme (LRIS) – for its members. It will offer a smaller number of funds which...

Enjoy the Rewards of a Citizen, But Bear the Responsibility Too

I am writing this column on a plane, on my way back home from Mauritius, having just finished 3 days of speaking engagement to a group of financial services people there. I have always enjoyed being in Mauritius. It is...

Chasing Returns In The Retirement Game

Over a business lunch recently, one senior gentleman was relating to me on how his private banker tried to sell him a financial product. It was an equity‐ based investment meant to give a certain expected return over the long...

Experience The Providend Difference

To find out if we're the right fit for your needs, why not contact us for an exploratory meeting with one of our consultants?

Subscribe to our Mailing List

Advisory Service

General Enquiry

(65) 6309 2488
(65) 6220 2533

Address

No. 38 Duxton Hill Singapore 089616

Follow Us

Contact us for a FREE non obligatory consultation now
×
feedback