The Million Dollar Question…
I work with a small number of like-minded people every year on goal-based financial planning, investment strategy and behavioural coaching to help them achieve their long-term life goals.
I specialise in working with individuals with a similar background to myself: Investment Banking or Professional Services (ie ‘Big Four’ Accountancy, Law Firms, Management Consultancy)
Specifically Managing Director, Partner, or Director level
Business owners - particularly those who are close to a business sale
Typical clients have $1-20m SGD in investable assets
Minimum initial investable assets $500k SGD, if you are still accumulating on an annual basis
Be thinking about retirement planning - typical age is 40+
Often require investment solutions that meet workplace compliance requirements and restrictions (such as financial services and professional services firms).
Your investment time horizons are 5+ years
You are motivated to engage with and follow the process
You are prepared to be open and honest about your current financial position and your future goals
You understand that your investments is "at risk"
You are not looking for specific guarantees around market performance
You are not looking to impose your own market views on your investments
The Full Providend Team
I am Head of Expat Advisory at Providend Ltd - Singapore’s first fee-only advisory firm with more than 18 years in the market. I am fully supported by an experienced, knowledgeable and ethically driven team and have access to exclusive evidence-based and cost-efficient investment products.
Learn more about Providend here.
The Most Common Reasons People Need My Help…
Can I quit my job and retire today? Can I make work optional?
How do I maintain my lifestyle in retirement without running out of money?
What happens if I leave Singapore?
What should do with my cash savings?
What do I do with the proceeds of the sale of my business?
I’ve got a collection of investments and have no idea how they fit together.
How do I transfer wealth to the next generation?