OCBC Life Goals

Surveys have revealed one of Singaporeans' top worries - not having enough to retire to the lifestyle they desire.

Let us help you customise a range of solutions to prepare you for the retirement that you can look forward to.

How much do you need?

Estimate your retirement goal in 10 minutes.

How do we do it?

Our 3-step approach covers every aspect of your financial needs.

Retirement planning
  1. Plan for the retirement lifestyle you desire
  • Time is a luxury we can afford once we retire. It may seem too far off in the future to be of immediate concern, but it is an inevitable life stage that we must prepare for, and the earlier the better.
  • Share with us your retirement aspirations, and allow us the opportunity to customise a plan for you, balancing both your needs and ambitions.
  • Not ready to speak to us just yet? Determine how much you may need for your retirement using our Retirement Planner. It will only take you about five minutes!
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Managing your retirement
  1. Manage, safeguard and build your retirement pot
  • Manage your cashflow by setting aside emergency funds for your retirement. Utilise tools such as OCBC Money Insights to set and track savings goals.
  • Safeguard yourself and loved ones against the unexpected with adequate protection for the assurance of comfortable and consistent payout after you retire.
  • Build your wealth and benefit from the power of compounding by investing early. Speak to us to design and simulate an investment portfolio you are comfortable with, and see how it can bring you closer to your goals.
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Monitor and review the progress of your financial planning
  1. Review and adapt
  • As circumstances may change from time to time, it is crucial to review your progress and ensure you are on track to achieving your retirement goals.
  • Review both your plans and goals at key milestones, to take advantage of new opportunities available.
  • We will send you annual reminders to review your goals or feel free to contact us whenever you want to do a review your progress.
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You will get customisable
and comprehensive solutions

Based on your risk appetite and affordability,
we will provide the best solutions to ensure:

Secure retirement income

You will constantly be able to take stock of the current and projected value of your savings, insurance and investments, and the estimated amount you need for your retirement.


Get flexibility with portfolio diversification to reduce overall total risk.

OCBC Life Goals Series

See how people like you have benefitted from OCBC Life Goals

Making up the short-fall for their dream retirement

With two young children, Valerie and Gary need a holistic financial plan to meet their retirement goals.

Read more | View full OCBC Life Goal Series

Be rewarded when you build your portfolio

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$30 when you complete the OCBC Retirement Planner with us and purchase a qualifying product at any branch.

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Important Notes

The Retirement Planner