This workshop goes beyond financial planning theory. Get hands-on with your own numbers, gain clarity on where you stand, and leave with practical takeaways and actions you can put into practice today.
You will:
Learn by doing through guided exercises and financial planning tools.
See the bigger picture by understanding how savings, insurance, CPF, investing and legacy planning work together.
Apply concepts to your own finances using practical calculators and planning frameworks.
Receive a Personal Financial Snapshot summarising your current financial position and practical next steps based on the information you provide during the workshop.
What You Will Learn?
Build the Foundation
Understand your financial position, develop healthy money habits and build a strong foundation for your financial future.
Protect What Matters
Learn how insurance protects your financial plan, assess your protection needs and avoid common insurance mistakes.
Make the Most of Your CPF
Understand how CPF supports your housing, healthcare and retirement needs, and explore practical ways to optimise your CPF savings.
Investing with Confidence
Learn the principles of disciplined, long-term investing, including diversification, risk management and common behavioural pitfalls.
Legacy Planning
Understand the basics of estate planning and the key tools available to ensure your wishes are carried out.
Who Is This Workshop For?
This workshop is suitable for anyone who wants to make better financial decisions, regardless of age or income.
Career Starters (20s)
Just starting out and want to build the right habits from day one — before debt, lifestyle inflation, or missed CPF opportunities catch up with you.
Peak Career Earners (30s-40s)
Juggling mortgage, children's education, and retirement savings. Learn how to prioritise, protect, and grow your wealth in the middle years.
Anyone Without a Plan
You earn an income but have never sat down to map out your financial future. This workshop gives you the structure and tools to start today.
Course Fees
$600
Per Person
Corporate groups — Write to us for group rates and invoicing
Final session details will be shared prior to confirmation. No commitment is required at this stage.
Your financial future starts with one decision. Register your interest and we'll be in touch with workshop dates, venue details, and everything you need to know before the day.
No commitment required. We'll send you workshop details and you can confirm your seat then.
