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All services are free of charge
Adulting 101
A one-stop program providing young adults with the essential financial and life skills needed to confidently transition into adulthood, covering topics from budgeting to taxes.
Learn the basics of budgeting
Understand which savings account is right for you
Find out which credit card is right for you
Understand your insurance needs
Determine your self-care fund
Get started on investing
Insurance Planning
One-on-one session to guide you through selecting essential coverage that fits your budget and needs, helping you make informed decisions to protect yourself and your loved ones financially.
Learn about the fundamental insurance policies you need
Understand your existing coverage
Get recommendations on suitable insurance options
Streamline your insurance portfolio
Receive a personalized insurance dashboard
Chart your finances
Our Financial Pathway software offers Singaporeans a dynamic, visual tool for meticulous financial planning, from buying your first home to planning for retirement, enabling informed decisions and real-time progress tracking.
Visualize your financial journey
Get a personalised financial roadmap
Track your progress in real-time
Test out different scenarios
Plan with your partner
Investment Planning
Our Investment Planning service tailors investment strategies to your risk tolerance and goals, providing expert advice for informed decision-making.
Understand the basics of investing
Learn about different investment options
Start your investment journey
Find out how much you need to invest
Automate your investments
Retirement planning
Our Retirement Planning service offers personalized roadmaps for a comfortable retirement, analyzing your financial situation and potential income sources to help you make proactive, informed decisions.
Understand your retirement needs
Learn about different retirement plans
Find out how much you can get from CPF
Get a personalized retirement roadmap
Optimize your retirement portfolio