Let us help you customise a range of solutions to prepare you for the retirement that you can look forward to.
Calculate how much you need to secure your retirement.
With the costs of education always on the rise, we understand that parents need to take charge of their children's future. We're here to help
Wealth transfer is about the smooth transition of wealth across generations, ensuring that your wealth is protected and your children enjoy the fruits of your labour. It also means guiding your future generations so that your family wealth keeps growing for ages to come.
Our 3-step approach covers every aspect of your financial needs.
Based on your risk appetite and affordability,
we will provide the best solutions to ensure:
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.
From 1 July to 31 August stand a chance to win S$3,000 cash weekly when you plan with OCBC Life Goals.
How do you qualify for the weekly draw?
Go through the OCBC Retirement planner with our staff.
Purchase eligible insurance or investment products.
Safeguard you and your loved ones with insurance protection
Ensure a steady stream of monthly income through this endowment plan
Receive potential quarterly income from global Exchange Traded Funds (ETFs)