No one’s journey through life is perfect, but OCBC Life Goals can help.

It’s designed to help you plan and build a solid financial foundation, so that you can achieve your biggest life goals.

S$20 Starbucks eGift Card when you plan with us. Find out more!

What is life goals

OCBC Life Goals is our commitment towards achieving your biggest 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. Alternatively, 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 circumstances change over time, it is important to assess your progress regularly. We will reach out to you annually to review your goals to ensure that you stay on track.

Plan your goals

You know your life goals best, so take charge with our new self-service feature. First in Singapore to equip you to manage your life goals on your own.

Gurmit Singh and his Life Goals | OCBC Life Goals

Get personal with Gurmit and see how our new self-service feature enables him to manage his life goals on his own.

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to your Internet Banking to get started.

Our Personal Financial Consultants are always on hand to guide you through the process of planning, building, and reviewing your portfolio to keep you on track towards your goals.

Let us contact you

to get started.

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Receive a S$20 Starbucks eGift Card

Get rewarded when you use the OCBC Life Goals Retirement / Children’s Education planner online or on Internet Banking and meet with an OCBC Representative.

Offer is limited to the first 1,000 customers, or while stocks last.
Terms and conditions apply.

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Get started on your journey with OCBC Life Goals