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My Interview On Going Rogue @ Financial Coconut

Reggie, over at The Financial Coconut, invited me for a chill conversation about working in an advisory firm.

You can watch the whole interview here:

I was always intrigued by where Reggie’s set was, and after the interview, I realized that there was an interesting story behind their office and experienced how the production was done.

I got to give props to the person editing the video. He made me sound like I actually made some sense.

I went into:

  1. After joining Providend, did some past perceptions about the financial advisory industry change?
  2. When looking for an adviser, what should you be looking for
  3. Tough questions like how to find a good adviser
  4. What I think about robos
  5. Can we still DIY (do it yourself)?
  6. What advice will I give millennials who are figuring their life out?
  7. What defines a good or bad plan?
  8. How much is too much or too little factoring for our plans?

If you like this kind of content, do feedback to Reggie and team. Don’t like also can feedback.


I invested in a diversified portfolio of exchange-traded funds (ETF) and stocks listed in the US, Hong Kong and London.

My preferred broker to trade and custodize my investments is Interactive Brokers. Interactive Brokers allow you to trade in the US, UK, Europe, Singapore, Hong Kong and many other markets. Options as well. There are no minimum monthly charges, very low forex fees for currency exchange, very low commissions for various markets.

To find out more visit Interactive Brokers today.

Join the Investment Moats Telegram channel here. I will share the materials, research, investment data, deals that I come across that enable me to run Investment Moats.

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I break down my resources according to these topics:

  1. Building Your Wealth Foundation – If you know and apply these simple financial concepts, your long term wealth should be pretty well managed. Find out what they are
  2. Active Investing – For active stock investors. My deeper thoughts from my stock investing experience
  3. Learning about REITs – My Free “Course” on REIT Investing for Beginners and Seasoned Investors
  4. Dividend Stock Tracker – Track all the common 4-10% yielding dividend stocks in SG
  5. Free Stock Portfolio Tracking Google Sheets that many love
  6. Retirement Planning, Financial Independence and Spending down money – My deep dive into how much you need to achieve these, and the different ways you can be financially free
  7. Providend – Where I used to work doing research. Fee-Only Advisory. No Commissions. Financial Independence Advisers and Retirement Specialists. No charge for the first meeting to understand how it works
  8. Havend – Where I currently work. We wish to deliver commission-based insurance advice in a better way.

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