As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund Advisors' Global Advanced Conference. During this trip, he visited San Francisco, Dallas, and Austin, and returned with insights on homelessness, succession planning, and retiring in a foreign land.

In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team chats with Chris about how young Singaporeans can strike a balance between homeownership and saving for the future, without compromising their quality of life.

With housing prices and job security being major concerns, Chris offers advice on how you can live the good life—one that Chris defines as ‘living where you belong, with the people you love, doing purposeful work.’

Timestamp:
00:44 Buy housing you can afford.
04:46 The peace of mind from living debt-free.
08:00 View early jobs as opportunities.
13:09 On parents helping their children buy a home sensibly.
15:27 Providend's succession plan.

You can read Chris’s article in The Business Times on this topic here: https://providend.com/what-my-us-trip...

Stay tuned for our next episode, where Isaac interviews Evelyn, our Deputy CEO & Chief Advisory Officer, on the importance of having lifelong conversations with our clients.

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. Learn more about Isaac here: https://providend.com/s2e1-meet-your-...

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...
▸ Apple Podcast: https://podcasts.apple.com/us/podcast...
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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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