More often than not, many investors assume that once they have completed their wealth plan when they are younger, they do not need to revisit it. However, this is not a reliable approach to managing your wealth plan. As accumulators, there are numerous unexpected events for which you may not have planned. Similarly, there are concerns as retirees that you did not encounter when you were younger.

In this week's Money Wisdom episode, Alvin, our Client Adviser, discusses the differences you should take note of when planning for these two different life stages so that you can develop a comprehensive wealth plan for the long term.

Meanwhile, stay tuned for our next episode, where we will be joined by a very special external guest!

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is an Associate 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-....
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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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