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4 Dimensions of Wealth Management
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| More On Wealth Management |
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By taking a 360-degree approach to your finances, maximum rewards can be reaped from your investments. One-on-one, your Personal Financial Consultant will help you build a flexible portfolio that satisfies your appetite for risk and returns throughout the various stages of your life.
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| Anticipating your every financial need |
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Through consultative discussions, you will be assessed on your requirements. Your Personal Financial Consultant will then prioritise your financial goals and help you make informed decisions on the most appropriate solutions.
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| Analysing your financial profile |
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To gain a complete understanding of your financial health, your Personal Financial Consultant will conduct an analysis of your cashflow and net worth. Once your risk appetite has been identified, the most appropriate strategy will be developed to fulfil your goals.
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| Customising your very own financial plan |
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You can rely on your Personal Financial Consultant for sound investment counseling and financial advice. Through regular portfolio reviews, you may be advised to pursue a more aggressive wealth creation route, or perhaps a more prudent asset preservation strategy. To ensure that your investments are on track, your Relationship Manager keeps a watchful eye on all of your financial activities, and will offer pragmatic advice on adjusting your overall plan.
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| Generating total banking and financial solutions |
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A whole suite of banking and financial services is exclusively available to you. By fully understanding your needs, you are assured of receiving the best advice from your Personal Financial Consultant, who is only ever a phone call or fax away.
A snapshot of the four dimensions of Wealth Management:
Protection:
It is only Asian to build wealth for our future generations. OCBC understands this enough to know that such long term financial plans need protection through carefully structured Insurance Plans. Your OCBC Personal Financial Consultant has the skills and sophisticated tools to plan and recommend a wide range of Insurance Plans, backed by OAC Insurance – a composite insurer with 80 years of experience.
Investment:
The idea is to make money from money. Your OCBC Personal Financial Consultant knows how best to do this. Whether it is putting your money in Unit Trusts, Bonds, High-Yielding Investment-Linked Insurance Plans or Structured Deposits, you have an expert at hand to help you decide. Let OCBC be your partner in growing your wealth base.
Education:
Do you know that it can cost as much as S$425,337 to give your child the best in foreign tertiary professional education? Through OCBC Wealth Management you can develop the best financial strategies that could help realize your dreams. As they say, Knowledge Is Wealth.
Retirement:
We all aspire to retire and live a life free of financial obligations. But instead many of us continue to seek employment even past retirement age. We can change this through effective Retirement Planning. This involves being aware of our long term financial needs and laying strategies to develop the required financial resources, way ahead of time! It is never too early to begin Retirement Planning.
Sign-Up For A Wealth Management Session Today. Contact your Personal Financial Consultant.
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