OCBC Bank: Navigating Your Path to Financial Success with Personalized Solutions

Personal Banking with OCBC: Navigating Your Path to Financial Goals

Introduction:

Are you one of the 40 of Singaporeans who invest in their future goals? OCBC is here to help you get ahead, no matter what your ambitions are.

Lennard Yeong's Journey Towards Success:

From being a contestant on MasterChef to a celebrated chef and entrepreneur, Lennard Yeong didn't achieve his success overnight. After finding fame, he took the path of a traditional 9-to-5 job but never stopped pursuing more in life. He recognized that to truly progress, he needed guidance for managing his finances effectively.

OCBC provided him with free tools and investment solutions for self-directed financial planning. By leveraging OCBC's comprehensive range of services tlored to support wealth management goals, Lennard was able to explore various options while building confidence in his financial future.

Finding Your Partner for Growth:

Are you ready to join Lennard on the path to achieving your personal finance goals? OCBC can be your trusted ally, providing you with personalized solutions and support as you navigate towards success.

Step-by-Step Path to Progress:

Know Your Position:

Firstly, determine where you stand financially. Use tools like OCBC Financial OneView to get a comprehensive view of your net worth.

Secondly, understand the rhythm of your finances by tracking income and expenses with Money Insights.

Lastly, consider your protection needs - OCBC Insurance Guided Journey helps you assess whether your current insurance coverage is sufficient for today's demands.

See Your Aspirations:

Map out your financial aspirations. This includes planning for long-term goals like retirement or children's education funding.

Utilize our online guides to estimate how much savings will be needed, and start allocating funds towards these specific goals using Savings Goal.

Take Control of Your Wealth:

Decide how you wish to grow your capital according to your beliefs. Invest in assets that align with your values through OCBC RoboInvest or traditional equity accounts via the Online Equities Account.

Ensure Protection Agnst Uncertnty:

Don't let unforeseen events derl your financial progress. OCBC offers insurance solutions designed to safeguard both you and your loved ones agnst potential risks, ensuring peace of mind as you plan for future goals.

Exclusive Benefits from OCBC:

• Receive up to $1,000 cashback when applying for eligible insurance plans under our Insurance Guided Journey.

• Get up to $20 worth of credit towards OCBC RoboInvest management fees by referring a fri.

• Enjoy additional savings up to $1,000 on Welcome Bundle offers as a new customer of the Online Equities Account.

Step 1:

Know Your Position

Use tools like:

• OCBC Financial OneView: Track your net worth in one comprehensive view.

• Money Insights: Analyze inflows and outflows for sping clarity.

• Insurance Guided Journey: Determine if you're over-insured, under-insured or correctly covered based on current demands.

Step 2:

Set Your Goals

Consider:

• Retirement needs

• Children's education funding

• Other short-term aspirations

Use our tools to estimate savings needed and allocate funds accordingly.

Step 3:

Build Confidence in Growth

Choose from investment options aligned with your beliefs through:

• OCBC RoboInvest: For those seeking investments tlored to personal risk tolerance.

• OCBC Online Equities Account: Traditional trading platform for equity investments.

Protect Your Future:

Ensure security with insurance coverage that meets your needs:

• OCBC Insurance products provide peace of mind agnst potential financial risks.

Get Ahead with OCBC:

Join the ranks of those who trust OCBC as their path to a prosperous future. We offer a suite of personalized solutions designed to help you reach your financial goals confidently and securely.

Start Your Journey:

Visit an OCBC branch or explore our online platfor get started on this journey today.

Important Notice:

OCBC is committed to providing the best services tlored for your individual wealth needs. Discover our key awards that highlight our dedication to excellence in personal banking, premier banking, business banking and beyond.

For more information, visit:

• OCBC Online Banking

• ATM Branch Locator

• Help and Support Center

Get in Touch:

• Call us at +65 6363 3333 for personalized assistance.

• Explore our Contact Us page online.

: Conditions of Access apply. For policies, notices, copyright information, visit our official website for detled terms and conditions.

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Translation:

Personal Banking with OCBC Bank is committed to helping you navigate your financial goals through a comprehensive range of services tlored to support every step of your journey towards prosperity.

The success story of Lennard Yeong exemplifies how the right guidance can transform an individual's career trajectory. After rising to fame on MasterChef, he understood that personal finance management was crucial in enabling him to reach higher levels of achievement. OCBC offered him free tools and investment solutions that empowered him with knowledge about his financial position, sping habits, and insurance needs.

Embarking on this journey towards success doesn't have to be solitary. By choosing OCBC as your trusted partner, you gn access to a wealth of resources designed to help you get ahead in every aspect of personal finance management:

Step-by-Step Path to Your Financial Goals

1. Assess Your Current Financial Position:

• OCBC Financial OneView: Use this tool to track and manage your net worth comprehensively.

• Money Insights: Analyze income sources and expenses to understand sping patterns better.

• Insurance Guided Journey: Ensure you are adequately covered agnst risks, whether over-insured or underinsured.

2. Define Your Financial Aspirations:

• Plan for retirement security, children's education funding, or other future financial goals using online guides to estimate the required savings and allocate funds accordingly.

3. Take Control of Your Wealth Growth:

• OCBC RoboInvest: Opt for investment strategies that align with your risk tolerance.

• OCBC Online Equities Account: Engage in traditional equity trading based on your financial goals and market knowledge.

4. Secure Your Future Through Insurance:

• OCBC offers insurance solutions to protect you agnst unforeseen financial risks, ensuring peace of mind as you plan for your future goals.

Exclusive Benefits Offered by OCBC:

• Receive up to $1,000 in cashback on eligible insurance plans through our Insurance Guided Journey.

• Enjoy up to $20 worth of credit towards management fees with OCBC RoboInvest when referring a fri.

• Take advantage of additional savings on Welcome Bundle offers as a new customer of the Online Equities Account.

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We encourage you to start your journey by visiting an OCBC branch or exploring our online platforms. Should you need personalized assistance, feel free to call us at +65 6363 3333 or visit our Contact Us page online for more information.

For a detled understanding of the terms and conditions governing our services, please refer to our official website's sections on policies, notices, copyright information, and other pertinent detls.

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Translation

The mntn the essence of the while ensuring clarity and ease of understanding in English. It was carefully crafted to align with the spirit of the announcement and guide readers through a step-by-step process towards achieving their financial goals through OCBC's services.

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