Understanding the financial wellness of Singaporeans
The Guard
Just like a real guard, you seek security, stability and safety. You make sure your money stays within your compound – you prioritise paying off debt, for instance – but you are also unsure about how to deploy your wealth to grow.
Financial Tips
- Work with a trusted person as a sounding board
- Create a systematic investment plan for retirement
Download your personality type
Today is the day you start putting yourself first
We see you working hard to protect your wealth. The future you desire is within reach.
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.