Explore our full list of financial tips and guides
-
Categories
-
Tags
A first-of-its-kind savings account for kids aged 7 to 15, the OCBC MyOwn Account lets your child manage their own money while you stay in control.
T&Cs apply. Insured up to S$100k by SDIC.
Conveniently and securely exchange AUD, CAD, CHFNEW, CNH, EUR, GBP, HKD, JPY, NZD and USD, 24/7 via OCBC Digital, for your overseas transfer, travel payments, online spends, investments and more.
Reduce your taxable income by the same amount contributed to your SRS Account, with a maximum yearly contribution of S$15,300 for Singaporeans and Singapore PRs, and S$35,700 for foreigners.
From financial planning tools, investment options and insurance, our comprehensive array of solutions have been built to get you ahead in your every goal and ambition.
With our suite of travel products and services, spend less effort managing your travel and more time enjoying life's journeys.
From financial planning tools, investment options and insurance, our comprehensive and extensive array of solutions has been built from the ground-up to get you ahead in your every goal and ambition.
Let us help bring you closer towards achieving your wealth goals with these three steps:
Proceed to plan your life goals on the app
Continue to plan on your desktop or mobile browser
Pick 1 or more goals
Enjoy benefits including cashback and savings when you choose OCBC as your trusted partner.
OCBC Cash Reward
Limited-time promotion: Get up to S$908 cash when you invest and get insured with us!
Insurance
Receive a cash reward of up to S$1,000 when you apply for eligible insurance plans.
OCBC RoboInvest
Refer a friend and get S$20 worth of OCBC RoboInvest management fee credits.
OCBC Online Equities Account
Get a Welcome Bundle worth up to S$1,000, exclusively for new Online Equities Account customers!
Lennard Yeong’s journey to success
Celebrity chef, content creator and entrepreneur Lennard Yeong didn’t get to where he is today without struggle. Discover how after finding success on MasterChef, Lennard returned to a regular 9-to-5 job, but still yearned to achieve more in life.
He knew he couldn’t do it alone, unless he developed a plan for his finances and a plan to getting ahead. With OCBC’s free planning tools and investment solutions, Lennard was able to explore his options at his own pace, building confidence to manage and grow his wealth.
Lennard found his partner to get ahead, what about you?
Find financial peace in money decisions as a couple
From ideal retirement goals to making joint decisions on major financial positions, we've got you covered. The panellists featured in this episode of The Financial Coconut will provide valuable lessons that they've learned about maintaining open communication, even in moments of high emotion.
Tune in to hear real talk about a taboo subject that affects most, if not all, couples. You might relate to their anecdotes or gain fresh insights into your own relationship.
How much money is enough for retirement? Can I outlive my savings?
It's a question on all our minds as we save and plan. But what does retirement truly look like?
Tune in to the latest episode of The Financial Coconut as we explore diverse real stories and the iterative journey of defining retirement on your own terms. You'll walk away questioning assumptions and considering new angles for your own definition of success after career.
How Inflation Threatens to Burn Through My Retirement Money
Aaron Chwee, Head of Wealth Advisory at OCBC knows a thing or two about guiding people through complex financial decisions. But what about his own journey?
Tune in to the video podcast with The Financial Coconut to get an inside look at the mistakes he made early on... and the sacrifices it took to get his ducks in a row.
Master Your Money Mindset: Unveiling The Secrets Of Financial Persona
Get ready to dive into the fascinating world of OCBC financial personas in this episode from The Financial Coconut! They will explore how these personas shape our approach to money, secrets to leverage on your financial persona’ type, and sharing real-life examples.
Take the OCBC Financial Persona Quiz and find out what your Persona type is.
The Average Jo - Inflation & Recession
When inflation hits and daily expenses seem to be hitting the roof, what can The Average Jo do? Get advice from our resident wealth expert, Vasu, of course! Check out Vasu’s top tips to keep the threat of inflation and a possible recession at bay.
The Average Jo - Guide to Savings
There might be a better way to save your money than in a biscuit tin. The Average Jo learns from Head of Deposits Na Kok Peng how to beat inflation with savings accounts that offer better bang for your buck.
The Average Jo - Trading vs Investing
If you thought investing and trading were the same thing, think again! While both are methods to grow your wealth, they’re different. Here’s why.
The Average Jo - Guide to Credit Cards
Like many in Singapore, The Average Jo is flying out this holiday season. He thinks cash is king and is packing lots of it for his trip. But he meets OCBC's Head of Cards Business Vincent Tan just in time, who tells him - and you! - the advantages of getting a credit card and how to stay on top of his expenditure.
Invest to generate Income
With dampened economic growth in the China and Hong Kong markets, high inflation rates across Europe, and anticipated rate hikes in the United States – these factors has steered the overall house view towards global growth outlook.
The Average Jo - How to start investing
Did you know if you invested $100 instead of going to your favourite hot pot restaurant, you could be richer? The Average Jo finds out more from OCBC’s Head of Wealth Advisory, Aaron Chwee.
Categories
Tags
In this environment of uncertainty, we know how important it is to stay on top of the latest market news. With Wealth Insights, receive timely updates and tips on how you can manage, protect and grow your pot of gold.
1
2
3
4
5
6
1
2
3
4
5
6
This policy is protected under the Policy Owners’ Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact us or visit the Life Insurance Association (LIA) or SDIC websites (www.lia.org.sg or www.sdic.org.sg).
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Investments are subject to investment risks, including the possible loss of the principal amount invested.
To take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
For new customers
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
Please apply via OCBC Internet Banking (Login > Open an account > Savings) or visit any OCBC Bank branches.
Download nowTo take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
To take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
For new customers
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
Please apply via OCBC Internet Banking (Login > Open an account > Savings) or visit any OCBC Bank branches.
Download nowTo take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
To take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
For new customers
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
Please apply via OCBC Internet Banking (Login > Open an account > Savings) or visit any OCBC Bank branches.
Download nowTo take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
To take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
For new customers
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
Please apply via OCBC Internet Banking (Login > Open an account > Savings) or visit any OCBC Bank branches.
Download nowTo take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
To take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
For new customers
Download the OCBC app to open an OCBC 360 Account instantly. If you do not have Singpass, you can apply at any OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents:
To take full advantage of our planning tools and suite of products to get ahead of your finances, customers or applicants will need to have:
NRIC and an image of your signature
Passport
Employment Pass (EP) or S-Pass or Student Pass
S$1,000
Phone bill
Half-yearly CPF statement
Any bank statement
Download the OCBC Digital app to open your account instantly.
If you do not have Singpass, you can apply at an OCBC bank branch with these documents
For Singaporeans and Permanent Residents:
For foreigners:
Initial deposit:
Include any one of the following documents: