OCBC Life Goals
You have worked hard to build your wealth, what's next?
It is important to ensure smooth transition of wealth across generations, ensuring that it is protected so that your loved ones enjoy the fruits of your labour.
Let us help you customise a range of solutions to preserve your legacy for future generations.
How do we do it?
Manage and safeguard the needful first
It is important to have adequate insurance for all your outstanding liabilities before thinking about preserving your lifestyle and matters of inheritance to avoid multi-generational debt management.
You will get customisable
and comprehensive solutions
You will have access to an experienced team of insurance and investment specialists as well as relationship managers to tailor a plan that is most suited for your financial situation, needs and goals.
Based on your risk appetite and affordability, we will provide the best solutions to manage:
Conflicting goals; which goals should you prioritise?
Existing debt liabilities; how to reduce burden of transferring liabilities to your loved ones?
Asset liquidity; when should you convert your assets?
Let's get started with a customised plan.
Make an appointmentMore on Wealth Transfer
You may also wish to explore the following goals
Children's Education
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.
Retirement
One of Singaporeans' top worries is that they will not have enough to retire comfortably. At OCBC, we have a range of solutions to help ease your worries and prepare for a retirement that you can look forward to.
