Understanding the financial wellness of Singaporeans
The Dreamer
You have big dreams for your future, but your head is sometimes in the clouds. You are curious about how various financial plans might help you achieve your goals, but difficulty in putting aside your emotions sometimes holds you back.
Financial Tips
- Set a monthly budget to meet needs
- Create a systematic investment plan for retirement
Download your personality type
Today is the day you start putting yourself first
You are admired for your ambitions and vision. Reach for them.
Financial Personas
We developed 6 financial personas, based on a combination of the top 2 dominant financial personality traits. Some personas had better financial wellness index scores on average than others.
Which persona are you?
Plan for your future today
Start your journey with OCBC
Let us help you create a customised financial wellness plan towards achieving your life goals.