OCBC Offers Singaporeans Free Annual Review Of Financial Goals
OCBC has rolled out OCBC Life Goals, a free advisory tool to help customers map out their financial goals.
With this advisory tool, users can plan goals, track their progress and identify the gap between their current and desired financial status.
The tool will recommend a portfolio of investments that includes a portfolio of unit trusts and bancassurance products based on each customer’s risk appetite.
The unit trust products can be purchased immediate online, while bancassurance products such as term and life insurance plans can only be purchased after the customer undergoes a Financial Needs Analysis with a frontline employee.
OCBC Life Goals is available to all customers via the OCBC Internet Banking platform. However, non-OCBC customers can also access the tool via ocbc.com.