The Importance of a Robust Wealth Plan Amid the Latest CPF Changes – The Brain Behind (S3E06)
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 Published On Mar 28, 2024

It has been a month since the CPF changes were announced, and there are still ongoing discussions in the media, online, and in various finance chat groups. With all the noise surrounding this 'hot topic,' our CEO, Chris, shared a simple guide in a Business Times article, which all Singaporeans can refer to when considering their next steps in light of these changes.

In this week’s Money Wisdom episode, our co-host Jin interviews Chris, as he digs deeper into this article to discuss the pros and cons of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.

You can read Chris' article in The Business Times on this topic here:https://providend.com/heres-a-prudent...

Also, stay tuned for our next podcast episode, for part 2 of a nine-part series that covers the wealth management journey of our clients!

You can register for the webinar here: https://us06web.zoom.us/meeting/regis...

Music courtesy of ItsWatR.

The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Find out why we charge a higher fee than Robo-Advisors here: https://providend.com/heres-why-we-ch...

Want to listen to our Providend’s Money Wisdom podcast while you’re commuting to work, enjoying a workout or simply to start your week on the right foot? Follow our audio only podcast on your favourite podcast platform for new episodes fortnightly on Mondays at 8am:
▸ Spotify: https://open.spotify.com/show/5Z3FcQx...
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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: https://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: https://providend.com/our-clients/acc...
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▸Our philosophy at https://providend.com/about/
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▸Providend's Money Wisdom Podcast Season 3 at https://providend.com/providends-mone...

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