OCBC Life Goals | OCBC Bank

Stay true to life's most important goals with OCBC Life Goals

OCBC Life Goals is our commitment to helping you stay true to life's most important goals.

Here's how we'll help you stay true

Whether it's your child's education, your retirement, or leaving a legacy for your loved ones, we know you would do everything to achieve it.

That's why OCBC Life Goals helps you plan and build a solid financial foundation, so you can stay true to all of life's most important goals.

Understand your goals

We'll help you understand how much you need and your current gap to achieving your desired goal. Our simulator will then show you how you can achieve it.

Build your plan with our wealth solutions

We can help you build a portfolio based on our recommended funds and endowment plans. Alternatively, you can choose from our wide range of investment and bancassurance solutions.

Stay on track with annual reviews

Circumstances change over time, therefore it's important to assess your progress regularly. We'll reach out to you annually to review your plans and ensure you're on track.

Plan your goals

Two ways to start planning

Plan your goals on your own

You know your life goals best, so take charge of your own plan with our self-service feature on Internet Banking.

Speak to us to help you plan

Our OCBC representatives can guide you through the process of planning and building your portfolio to help you stay true to life's most important goals.

Start planning with us

Plan to stay true to life's most important goals