Understanding the financial wellness of Singaporeans
The Planner
You are a financial ‘goal-getter’, always armed with a plan. Up-to-date with the latest developments, you dare to make bold financial decisions and consistently take steps to turn your plans into a reality.
Financial Tips
- Ensure that you are not overstretched
- Schedule periodic reviews of your financial plan
Download your personality type
Today is the day you start putting yourself first
From budgeting to tracking expenses, you are an expert. You can do better.
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.