Understanding the financial wellness of Singaporeans
The Steward
There is no ‘stewing’ in regret for the Steward. You are a prudent money manager who works on your financial goals without taking on too much risk or debt. You are likely to be someone who evaluates your purchases carefully and pays off your debt on time and in full as much as you can.
Financial Tips
- Save and insure for yourself after saving for loved ones
- Consider diversifying your investment portfolio with growth assets like equities and/or REITs.
Download your personality type
Today is the day you start putting yourself first
You are money-savvy, admired by many. Stay one step ahead by not missing a single opportunity.
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.