Max Keeling

Max Keeling Email and Phone Number

Helping high-net-worth cross-border families simplifying their wealth | Fee-Only Adviser | Chartered Accountant @ Grayson Wealth
Singapore
Max Keeling's Location
Singapore, Singapore, Singapore
Max Keeling's Contact Details

Max Keeling work email

Max Keeling personal email

n/a
About Max Keeling

Providing a tailored personal finance delegation service for busy senior professionals. This is for families that want to outsource aspects of their financial life, whilst at the same time want be held accountable to achieving their lifestyle goals. This is NOT a typical financial adviser experience. Most people in this space are salespeople that work on commission and provide no planning.I've been providing financial coaching to senior expats in Singapore and across the region since 2016 and I found it difficult to find credible advisors to refer my clients on to, so I decided to build my own solution from scratch.I am now Head of Expat Advisory at Providend. Providend were the first 'fee-only' advisor in Singapore in 2001, and are possibly still the ONLY pure fee-only firm in Singapore. We believe our approach is unique in the region:1. We focus on advice not selling products: most expat financial advisory firms provide no true financial planning. We separate advice from products.2. Our fees are transparent: we charge a fixed fee and receive no commissions. We strongly believe it is difficult for an advisor not to be conflicted in their product advice if they receive commissions.3. Our investment approach is academically led: we have Nobel Prize-winning economists on our team combined with low-cost tracker funds. Most other firms use expensive actively managed funds that generally generate inferior returns.If you are looking for an ethical financial partner who focusses on what is best for you and not what is best for me then let's talk. Send me an e-mail: max_keeling@providend.comI only work with a very limited number of people and therefore have to be selective about who can I help. Please contact me if you think you might be suitable and want an initial discussion.Come and experience financial planning done right - it could change your life.

Max Keeling's Current Company Details
Grayson Wealth

Grayson Wealth

View
Helping high-net-worth cross-border families simplifying their wealth | Fee-Only Adviser | Chartered Accountant
Singapore
Website:
providend.com
Employees:
32
Max Keeling Work Experience Details
  • Grayson Wealth
    Grayson Wealth
    Singapore
  • Providend
    Head Of Expat Advisory Services
    Providend Apr 2018 - Present
    Singapore
    Providend is a fee-only financial coaching, planning and investing advisory firm based in Singapore. We provide a comprehensive range of services to help expats achieve their lifestyle goals and manage their wealth.For too long, expats in the region have been underserved by commission-based investment salespeople. Providend seeks to change this. We do things differently.We believe our approach is unique in the region:1. We focus on advice not selling product: most expat financial advisory firms provide no true financial planning. We separate advice from products.2. Our fees are transparent: we charge a fixed fee and receive no commissions. We strongly believe it is difficult for an advisor not to be conflicted in their product advice if they receive commissions.3. Our investment approach is academically led: we have Nobel Prize winning economists on our team combined with low-cost tracker funds. Most other firms use expensive actively managed funds that generally generate inferior returns.We strive to ignite a life-long passion for personal finance within you. Our robust 5-step Financial Process is designed to be enjoyable, inspirational and eye-opening. We'll spend a lot of time together understanding exactly what you want from your future, hearing all about your long-term plans and learning about what your current financial situation looks like. Only once we have a full picture of your plans and your finances do we prepare our recommendations and action plan.The ongoing behavioural coaching will help keep you on track over the long-term. Work with us and experience financial planning as it should be.
  • The Investing Coach
    Lifestyle Financial Coach
    The Investing Coach Sep 2016 - Apr 2018
    London, United Kingdom
    Coaching wealthy families across Asia and Europe to clarify their life goals, align their finances to maintain or achieve their desired lifestyle, and educate on best practise advice around investing.
  • Barclays Investment Bank
    Director, Finance - Asia
    Barclays Investment Bank Jul 2011 - Oct 2016
    Singapore
  • Barclays Bank
    Head Of Finance Business Partners - Corporate Bank
    Barclays Bank Jan 2008 - Jul 2011
    London, United Kingdom
  • Ge Commercial Finance
    Client Manager
    Ge Commercial Finance Sep 2006 - Dec 2007
    Manchester, United Kingdom
    Managed the funding relationship for a portfolio of Mid Corp clients in a range of industries across the UK. Financing structures included invoice discounting,stock and other forms of asset based lending and cashflow financing for MBOs and business restructures.
  • Isoft
    Commercial Finance Manager
    Isoft 2004 - Sep 2006
    Manchester, United Kingdom
  • Kpmg
    Assistant Manager | Aca
    Kpmg Sep 2000 - 2004
    Manchester, United Kingdom
    Joined KPMG on the Graduate Scheme. Qualified as Chartered Accountant whilst I was employed here. I worked in the Information Risk Management (IRM) department.

Max Keeling Skills

Risk Management Structured Finance Invoice Discounting Portfolio Management Finance Investment Banking Commercial Finance Strategic Financial Planning Banking Funding Management Financial Analysis Financial Modeling Cash Flow Financial Services Financial Risk Analysis Asset Based Lending Business Analysis Financial Planning

Max Keeling Education Details

Frequently Asked Questions about Max Keeling

What company does Max Keeling work for?

Max Keeling works for Grayson Wealth

What is Max Keeling's role at the current company?

Max Keeling's current role is Helping high-net-worth cross-border families simplifying their wealth | Fee-Only Adviser | Chartered Accountant.

What is Max Keeling's email address?

Max Keeling's email address is ma****@****l.co.uk

What schools did Max Keeling attend?

Max Keeling attended Keele University, Icaew.

What skills is Max Keeling known for?

Max Keeling has skills like Risk Management, Structured Finance, Invoice Discounting, Portfolio Management, Finance, Investment Banking, Commercial Finance, Strategic Financial Planning, Banking, Funding, Management, Financial Analysis.

Who are Max Keeling's colleagues?

Max Keeling's colleagues are Sudhan P., Yin Fong Tang, Eloise Lim, Joyce Chng, Seth Wee, Gabriela Costa, Jit Hwee Foo.

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