Personal Wealth

This is an interview done by ZuuOnline for Christopher Tan, CEO of Providend. Christopher Tan, the CEO of wealth advisory firm Providend, has no illusions about the growing competition posed by [...]

Nothing wakes you up like an addition to the family. Bringing a life into the world, whether planned or not, really brings adulting to a whole new level. Just getting the idea to sit still in my [...]

I have been advising clients since 1998. Having gone through multiple financial crises, the greatest being the Global Financial Crisis in 2008, I know through experiences and with evidence, that [...]

Recently someone jokingly told me that after seeing so many advisers and reading so many articles on papers and magazines, he thinks he can also be an investment adviser. This is what he says [...]

Part of our job as a fee-only retirement financial advisory firm is to evaluate the investment products/proposals that our clients receive from the financial institutions that they have [...]

“If you buy insurance products like a whole life plan, you’re paying to be served a plate of garbage that in fact if you eat, you’ll have financial poisoning”. This is what CNBC personal finance [...]

As wealth managers, are we still taking time to truly understand clients’ needs? Whatever happened to the consideration to recommend what is best for clients’ profitability? Where is that fiduciary [...]

Banks are fiduciaries and should place customers’ interests ahead of shareholders’. Banks are for transacting, not advice. Once upon a time, on a sunny island in Southeast Asia, lived more than 4 [...]