Financial Education · Singapore

A Measured Approach to Your Later-Life Finances

Courses designed for learners in their forties and beyond — covering CPF, household budgets, and portfolio review at a pace that respects your experience.

View Programmes

+65 6729 4158 · [email protected]

Our Programmes

Three Courses, One Considered Path

Each programme is structured around the real financial questions that arise at this stage of life. Small cohorts, unhurried pacing, and a respectful learning environment.

4 Weeks

Course One

A Gentle Refresher in Household Finance

Revisit the essentials — household budgets, CPF overview, insurance coordination, HDB mortgage review, and an initial look at investment categories. Workbook exercises and weekly group discussions included.

Weekly group discussions
Personal summary document
Workbook exercises

S$400 Enquire

6 Weeks

Course Two

CPF and SRS Planning for Mid-Life

A focused look at CPF account structure, top-up options, Retirement Sum tiers, tax relief, and SRS withdrawal planning. Includes a personal CPF projection workbook and a Q&A session with a CPF-licensed specialist.

CPF projection workbook
CPF-licensed specialist Q&A
Small cohort format

S$595 Enquire

8 Weeks

Course Three

Portfolio Review for Later-Life Investors

Review your existing portfolio with an instructor's guidance — covering construction principles, fee analysis, dividend and bond allocations, rebalancing, and coordination of CPF, SRS, and private accounts.

Live portfolio review sessions
Quarterly review routine
Household documentation guidance

S$790 Enquire

Why Sinar Wealth

What Makes This Approach Different

Unhurried Pacing

Courses are structured for learners returning to financial study after many years. No rushing through concepts that deserve time.

Small Cohorts

Each intake is small by design. Candid questions are welcomed and instructors have the space to respond thoughtfully.

Singapore-Specific Content

All content is grounded in Singapore's CPF system, HDB context, tax framework, and MAS-regulated environment.

Practical Workbooks

Each course includes exercises and summary documents you keep — reference materials built around your own situation.

No Product Sales

Sinar Wealth is an education provider. We do not sell financial products, earn commissions, or refer participants to specific funds.

Qualified Instructors

Instructors have backgrounds in financial planning, CPF advisory, and adult education. Their expertise informs — rather than replaces — your own judgement.

Take Your Time. Ask What Matters.

Ready to Look at Your Finances With Fresh Eyes?

Send us your questions or request a short conversation about which programme fits where you are right now. There is no obligation and no sales approach.

Get in Touch

+65 6729 4158 · [email protected]

Frequently Asked

Questions Worth Considering

Who are these courses designed for?

Sinar Wealth courses are written for Singaporeans who are roughly in their forties and older — people who have accumulated some financial experience but want to revisit the fundamentals, understand CPF more deeply, or approach retirement planning in an informed and considered way.

Are these courses delivered in-person or online?

Current cohorts run from our Tanjong Pagar office with hybrid attendance options. Please enquire directly for the format of the next available cohort — we keep numbers small and scheduling is arranged around participant availability.

Do I need a financial background to attend?

No prior financial study is required. The first course — A Gentle Refresher in Household Finance — is written for learners who may not have looked at their finances systematically for some time. Each course builds in a measured way on everyday familiarity with money, not on technical training.

Will instructors recommend specific investments or financial products?

No. Sinar Wealth is an education provider only. Instructors explain how various instruments and structures work, but we do not recommend specific products, earn referral fees, or advise participants on what to buy or sell. Our purpose is to help you think more clearly — not to manage your decisions.

Can I attend more than one course?

Yes. The three courses are designed to be taken individually or as a progression. Many participants begin with the Household Finance refresher and continue to the CPF course in a subsequent intake. Each course stands on its own and does not require prior attendance.

What is the enrolment process?

Send us an enquiry through the form below or call us directly. We will follow up to confirm which cohort suits your schedule, share the full course outline, and walk you through the enrolment steps. Payment is arranged after you have confirmed your place.

Our Location

Visit Us in Tanjong Pagar

24 Peck Seah Street, #10-08, Singapore 079314

We'd Be Glad to Hear From You

Contact Details

Telephone

+65 6729 4158

[email protected]

Address

24 Peck Seah Street, #10-08
Singapore 079314

Office Hours

Monday – Friday: 9:00 am – 6:00 pm
Saturday: 9:00 am – 1:00 pm
Sunday & Public Holidays: Closed