OCBC Life Goals

The OCBC difference

Financial Advisor
  1. Advisory begins by understanding you

Each individual has their own unique set of needs, goals and priorities.

Our aim is to understand your life situation and aspirations so that we may customise a plan that is most appropriate for you in achieving your goals.

Retirement Planning
  1. Three fundamental tenets in your customised plan

Manage your cashflow, by setting aside money for your daily transactional needs, emergencies and other financial commitments.

Safeguard, to protect yourself, loved ones and assets from the unexpected.

Build your wealth, by creating a diversified portfolio that can provide stability of returns.

Monitor and review the progress of your financial planning
  1. Review and adapt

It is important to monitor the important milestones in your life to ensure you are on track to reaching your life goals.

OCBC Money Insights automatically helps you track your spending, ensuring all your expenses are organized and categorized clearly.

And OCBC OneWealth allows you to actively monitor your investments.

Your life goals

When it comes to life, there's no one goal fits all.
But whatever your age, we have the solution to help you achieve your goals.

  • Retirement
    (28 - 50 years old)
  • Children's Education
    (26 - 45 years old)
  • Travel
    (20 - 60 years old)
  • New Car
    (25 - 50 years old)
  • New Home
    (28 - 50 years old)
  • Wealth Transfer
    (35 - 60 years old)

Retirement

It's never too early to start planning for your future. Why not start now?

Retire well here

Children's Education

The greatest gift any parent can give a child is education.

Secure your child's future

Travel

You're at your peak and the great big adventure is calling you.

Take off now

New Car

It's time to take over the wheel and feel the wind in your hair.

Take a spin here

New Home

You're ready to start a family and a house you can call home.

Start building

Wealth Transfer

Leave behind a legacy for generations to come.

Protect your wealth

There's no better time to plan for your life goals


Earn these rewards when you build your portfolio with these products:


Endowment Insurance

Get up to S$2,000 cash reward

Unit Trusts

Get up to S$100 worth of shopping vouchers

Protection Insurance

Get up to S$400 cash reward

For a limited time only, receive additional cash rewards of S$150 when you complete the OCBC Life Goals Planner with us and purchase two qualifying products at any branch.