Plans to support intentional saving
Services
A pragmatic range to match differing needs
Open Resources
Access practical templates, checklists and a sample review checklist to start structuring your savings without upfront cost.
Select plan
Starter Review
A focused diagnostic session and a written saving plan tailored to one primary goal. Suitable for those who need a clear first step.
Select plan
Implementation Package
Setup of automated transfers and sinking funds plus two scheduled follow-ups to ensure the plan becomes routine and resilient to cashflow variation.
Select planPractical guidance for the Singapore context
Local tax rules, housing commitments and common expenditure patterns influence how saving systems should be structured. We emphasise instruments and practices that are available and practical within Singapore's business ecosystem.
Our recommendations prioritise availability management and realistic pace-setting. That means balancing an emergency buffer, short-term goals and longer-term allocations without introducing unnecessary business risk.
Book a consultationTransparent pricing, focused outcomes
Plans are designed to deliver structural change in saving behaviour through clear actions, measurable checkpoints, and modest administrative setup. Fees reflect the level of hands-on support and review cadence.
- Savings templates
- Sample sinking fund guide
- Checklist for initial review
- Introductory resources
- 60-minute diagnostic
- Written saving plan for one goal
- Actionable next steps
- Email summary
- 30-day progress check-in
- Onboarding and template setup
- Automated transfer configuration guidance
- Two implementation follow-ups
- Quarterly monitoring dashboard
- Priority scheduling