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.
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 have access to an experienced team of insurance and investment specialists as well as wealth advisors 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?
Get your own customised plan and receive up to $2,638 in cash rewards* when you start planning with OCBC Life Goals.Make an appointment
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.
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.