Max Keeling Email and Phone Number
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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.
Grayson Wealth
View- Website:
- providend.com
- Employees:
- 32
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Grayson WealthSingapore -
Head Of Expat Advisory ServicesProvidend Apr 2018 - PresentSingaporeProvidend 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. -
Lifestyle Financial CoachThe Investing Coach Sep 2016 - Apr 2018London, United KingdomCoaching 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. -
Director, Finance - AsiaBarclays Investment Bank Jul 2011 - Oct 2016Singapore -
Head Of Finance Business Partners - Corporate BankBarclays Bank Jan 2008 - Jul 2011London, United Kingdom -
Client ManagerGe Commercial Finance Sep 2006 - Dec 2007Manchester, United KingdomManaged 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.
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Commercial Finance ManagerIsoft 2004 - Sep 2006Manchester, United Kingdom -
Assistant Manager | AcaKpmg Sep 2000 - 2004Manchester, United KingdomJoined 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
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.
Not the Max Keeling you were looking for?
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Max Keeling
International Business Management - Bachelors Degree - Glasgow Caledonian UniversityPaisley -
Max Keeling
Finance And Information Systems @ Umd | Robert H. Smith School Of BusinessCollege Park, Md
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