Established since 2001, Providend is a fee-only wealth advisory firm and a registered fund management company, serving the highly affluent and expatriates in Singapore.
By operating solely on a fee basis, we are paid only by our clients and all product commissions are rebated back to them, allowing our advice to be free from conflict of interest and our clients’ interest to stay at the heart of our service.
We offer a full suite of wealth solutions and have built a solid reputation as a retirement specialist over the years. Many of our clients have private banking relationships but engage us as their trusted adviser for a valuable second opinion.
- Wealth management, specialising in retirement planning
- Investment management
- Risk-mitigation planning
- Estate planning
Our work involves a one-time planning fee of $5,000. After which, we will help to manage clients’ core investment. Every year, we sit down with clients to review their wealth plan. If there is a material change to their life circumstances, we will adjust their wealth and investment plan. There are fees that relates to on-going advisory services, which typically range from about 0.5% to 1% p.a. of the investments.
There will be no fees charged at the first meeting where we get to know each other better and check if we could add significant value to your current situation.