OCBC Advisory

The OCBC difference

At OCBC Bank, we realise that every one of our customers is unique, each with their own aspirations and appetite for risk. That's why we aim to understand your needs and offer personalised solutions to help you get closer to your goals.

  1. Advisory begins by understanding you

Each individual has their own unique set of needs, goals and priorities.

Our aim is to understand your life situation and aspirations so that we may customise a plan that is most appropriate for you in achieving your goals.

  1. Three fundamental tenets in your customised plan

Manage your cashflow, by setting aside money for your daily transactional needs, emergencies and other financial commitments.

Safeguard, to protect yourself, loved ones and assets from the unexpected.

Build your wealth, by creating a diversified portfolio that can provide stability of returns.

  1. Review and adapt

It is important to monitor the important milestones in your life to ensure you are on track to reaching your life goals.

OCBC Money Insights automatically helps you track your spending, ensuring all your expenses are organized and categorised clearly.

And OCBC OneWealth allows you to actively monitor your investments.

Start planning your financial goals today

All it takes is 3 minutes and 4 steps.

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Children's education

We fully understand the importance of comprehensive planning when it comes to our children's education.

Did you know that education at a local universityoverseas universityspecialised university will cost S$50,000S$296,000S$633,000 in 15 years?

Planning early and consistent review is essential to ensure that we are always on track.

We advise parents to consistently review their plans using our tools to ensure they achieve their goals.

Use our education planner to see if you're on track!

Retirement

It is important to review against our current financial needs to ensure we are on track.

Retirement can seem far away when you are young, but not starting to save early enough is the top reason for many Singaporeans feeling insufficiently prepared for a comfortable retirement.

Wealth

You've spent your life accumulating wealth and building up your legacy - it is equally important to have a game plan in ensuring that your future generations are well looked after. A legacy plan helps the continuity of not just your wealth but also serves to preserve and grow the things money can't buy: values, ideals, integrity.

Starting the conversation is the first step. Let us help you protect the things that matter most to you and your family.

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Your life goals

Retirement

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Children's Education

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Wealth Transfer

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You are just one step away from achieving your goal.

Get your own customised plan and receive up to $2,550 in cash rewards* when you start planning with OCBC Life Goals.

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