OCBC Life Goals

The future cost of
education is increasing

Let us help you customise a range of solutions so that you can stay true to your child's dreams, no matter what the future brings.

How much do you need?

Estimate the cost of your child's education in 10 minutes.

How do we do it?

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

Children's education planning
  1. Start planning for your children's education with us
  • We understand the best educational opportunities can set you back a great deal in terms of costs.
  • Share with us your aspirations for your children so that we can map out a plan that balances your financial needs as well as life goals.
  • Not ready to speak to us just yet? Estimate how much your child's education may cost in the future using our Children's Education Planner. It will only take you about five minutes!
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Build and protect your child's education portfolio
  1. Build and protect your child's education portfolio
  • Safeguard your child's education fund with a comprehensive and affordable solutions which guarantees high payouts to secure your child's future.
  • Build your child's education fund by investing early. Speak to us to design and simulate an investment portfolio you are comfortable with, and see how it can help to achieve your desired amount.
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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 to ensure you are on track to providing the best educational opportunities for your child.
  • Review both your plan and target amount 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 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 you :

Stay on top of your plan with ever-changing financial needs

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 child's education.

Make changes whenever needed

Revise your portfolio and move to conservative assets as you approach the time when you need the funds.

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 Children Education's Planner with us and purchase a qualifying product at any branch.


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Important Notes

 

The Education Planner