OCBC Life Goals

No one's journey through life is perfect,
but it's easier with a little help.

We all know him as the funny man on our screens, but off camera, Gurmit's journey towards his goals has been far from perfect. We all have imperfect journeys. Watch Gurmit's below.

ocbc_life_goals_presents_imperfect_journeys
OCBC Life Goals is not a product. It's a commitment to help you get on track and stay on track towards your financial goals.
Our priority is to help you get on track.

We will help you understand your goal amount and your current gap to achieve your desired goal. Our simulator can then show you how different amounts that you put aside can help you reduce this gap.

Using our OCBC proprietary model portfolio, we will help you build your portfolio or you have the option to customise your own with a range of investment and endowment solutions, specially hand-picked by our OCBC Wealth Panel.

Our commitment to help you stay on track.

As your circumstances change over time, it is crucial to review your progress.

We will reach out to you on an annual basis to review your goal to ensure you stay on track.

Every journey starts with a destination in mind

Select your goal below and let's get started on your journey.

Retirement

No one's plan for their retirement is perfect,
but it's easier with a little help.

Get personal with Gurmit as he shares more about his career and what made him walk away from the spotlight towards retirement.

We will help you get on track and stay on track towards your retirement goal.

Did you know that retirement is one of the more significant financial goals that most Singaporeans have and many still face a substantial gap in achieving this goal?

With 3 simple fields below, find out the financial gap which People Like You* face.

I am

< Female >

 

between

< 34 and below >

years old

earning

< S$30,000 and below >

annually

34 and below
Current age
62
Retirement age
Retirement goal
S$872,535
Shortfall
S$764,400
Projected value of current savings and investments set aside for retirement
S$108,135
Retirement goal
S$872,535
Shortfall
S$764,400
Projected value of current savings and investments set aside for retirement
S$108,135

*People like You data is based on the gender, age range & annual income range of customers who have undergone OCBC Life Goals Planning from November 2017 to February 2018

Get started on your journey with OCBC Life Goals

Need help planning for your goals?

Find out how close you are to your retirement goal.

Need help planning for your goals?

Complete your Silver years

Health, wealth and lifestyle. We'll help you complete all three to make sure you get the most out of the next chapter of your journey.

Find out more >
Children's Education

No parent's plan for their child's future is perfect,
but it's easier with a little help.

Get personal with Gurmit as he shares more about how his childhood impacted his plans for his children's education.

We will help you get on track and stay on track towards your children's education goals.

As parents, we all want to provide the best educational opportunities for our children. But these opportunities are not easy to plan for. With the expected rise in education costs, many parents are not adequately prepared financially.

With 3 simple fields below, find out the financial gap which People Like You* face.

My child is a

< Girl >

 

between

< 1 and below >

years old

planning for

< General Degree >

course of study

1 and below
Child's age
19
University age
Child's education fund
S$872,535
Shortfall
S$764,400
Projected value of current savings and investments set aside for your child's education
S$108,135
Child's education fund
S$872,535
Shortfall
S$764,400
Projected value of current savings and investments set aside for your child's education
S$108,135

*People like You data is based on the gender, age range & annual income range of customers who have undergone OCBC Life Goals Planning from November 2017 to February 2018. The target education amount is based on tuition fees in Singapore for the particular degree selected.

Get started on your journey with OCBC Life Goals

Need help planning for your goals?

Find out how close you are to your children's education goal.

Need help planning for your goals?

Wealth Transfer

Start mapping your legacy for future generations.

Life is full of unexpected events. Make your wealth transition a certainty for your loved ones by planning ahead with us.