What participants say
when they reflect on their time with us.
We let the experiences speak for themselves — without embellishment.
Back to Home4.8
Average Rating
800+
Participants Reached
93%
Satisfaction Rate
8+
Years Delivering
From those who have completed our programmes
Chen Ling
Toa Payoh · Budgeting Workshop
I had tried tracking every expense in spreadsheets for years and always gave up after a few weeks. The workshop helped me understand why that approach was not working for me. Building a plan around what I actually care about felt completely different — I have been using it consistently for three months now.
April 2026
Radhika Nair
Bishan · Women & Wealth
I was on a career break when I joined and feeling quite uncertain about what it meant for my retirement. The programme gave me a much clearer picture and, honestly, I felt less anxious afterward. Priya was very measured and never made me feel like I had made a mistake by stepping back from work.
March 2026
James Teo
Clementi · Bonds & Fixed Income
I had been putting off learning about bonds because the terminology always felt impenetrable. Daniel explained duration and credit risk with such clarity that by session two, I was finally following conversations about fixed income that I had previously just nodded through. The reference guide is something I still return to.
March 2026
Siti Kamariah
Tampines · Women & Wealth
I appreciated that the programme did not assume I had no knowledge at all, and equally did not rush through concepts I found unfamiliar. The pace suited me well. The action plan I received at the end gave me something concrete to work through, which I found more useful than general reading.
April 2026
Michael Huang
Ang Mo Kio · Budgeting Workshop
The workshop moved at a steady pace. I would have liked slightly more time on the digital template during session two, but the overall framework was genuinely useful. The follow-up email series was a nice touch — it prompted me to revisit decisions I had already made and adjust a few things.
March 2026
Genevieve Sim
Buona Vista · Bonds & Fixed Income
The small group setting made a real difference. Questions that I might have kept to myself in a large seminar were worth asking because the atmosphere was comfortable and the answers were thorough. The Singapore Savings Bond content was directly applicable to decisions I was already considering.
April 2026
A closer look at three experiences
These accounts give a more detailed picture of how participants moved through a programme and what changed for them as a result.
Budgeting Workshop · 4 weeks
From inconsistent tracking to a plan that held
The situation
A young professional in her early thirties with variable monthly income from a freelance consulting role. Previous attempts at budgeting had always collapsed within weeks due to the unpredictability of her cash flow.
The programme
The workshop introduced a flexible planning framework that did not require consistent income to function. Rather than allocating fixed amounts each month, she mapped her spending to priorities that remained constant even when the amounts varied.
The result
Six months after the programme, she described having a clearer sense of her financial position in any given month than she had ever had before — without resorting to rigid tracking tools.
Bonds & Fixed Income · 5 weeks
Building confidence with fixed income instruments
The situation
A mid-career professional in his forties who had focused entirely on equities throughout his investment life. He was approaching retirement planning and recognised that his portfolio lacked diversification into less volatile instruments.
The programme
The seminar walked through the mechanics of bond pricing, credit risk, and interest rate sensitivity — with worked exercises using Singapore government and corporate bonds. The reference guide gave him a framework he could apply independently afterward.
The result
He described feeling able to read bond documentation without confusion for the first time and making his first SSB application shortly after the programme concluded.
Women & Wealth · 8 weeks
Revisiting retirement adequacy after a career change
The situation
A woman in her mid-fifties who had transitioned from corporate employment to a lower-income role in the social sector. She was concerned about whether her CPF and savings would be adequate given the shift in income trajectory.
The programme
The advisory sessions worked through her specific CPF situation, projected retirement income, and areas where adjustments over the next decade could make a meaningful difference. The wellness assessment at the start helped shape the session content toward her actual priorities.
The result
She described leaving with a more realistic and less anxious view of her situation than she had arrived with, along with specific steps she felt ready to act on.
Contact and Enquiries
Phone
+65 6459 8321Address
20 Cecil Street, #14-07
PLUS, Singapore 049705
Hours (SGT)
Mon–Fri: 9:00 AM – 6:00 PM
Sat: 10:00 AM – 2:00 PM
Credentials and recognition
Ready to find out which programme suits you?
Getting in touch with us is a starting point, not a commitment. We are glad to answer questions and help you decide whether any of our programmes is a good fit for your situation.
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