Financial Education · Singapore
Preparing for the years ahead, one considered step at a time
Small-group courses designed for people in their forties and beyond — covering household planning, investing, and retirement preparation in an environment that respects your experience.
Our Courses
Three programmes, each at its own pace
Each course is a self-contained programme with workbook materials, small discussion groups, and a personal summary document to take away.
5 WEEKS · SMALL COHORT
Cultivating a Household Financial Plan
A five-week course covering household balance sheets, CPF account overview, retirement timelines, household insurance, and an initial look at investment categories. Gentle workbook exercises, honest small-group discussion.
- Personal summary document upon completion
- CPF account walkthrough included
- Insurance review framework
9 WEEKS · SMALL COHORT
A Patient Introduction to Investing
Nine weeks on investing for learners who prefer a careful pace. Asset classes, portfolio construction, local SGX instruments, fee analysis, and the behavioural aspects most relevant in your forties and beyond. Includes a capstone portfolio session.
- SGX instruments covered in context
- Weekly readings and workbook segments
- Sample portfolio capstone session
7 WEEKS · SMALL COHORT
Retirement Readiness Review
A seven-week course for those within roughly five years of their intended retirement date. Covers CPF LIFE election timing, SRS drawdown sequencing, healthcare reserve sizing, and household coordination documentation.
- Personal retirement readiness document
- CPF LIFE and SRS modules included
- Healthcare reserve sizing framework
Why Padi Finance
Learning that respects where you are in life
Small cohorts, not lecture halls
Each group is kept deliberately small so that discussion feels personal and questions are welcome, not rushed past.
Singapore-specific content
CPF, SRS, SGX instruments, and local healthcare costs — the material is built for the Singapore context, not adapted from overseas curricula.
Unhurried pace by design
The pace is set for people who want to think carefully, not keep up. Workbook exercises are designed for reflection, not speed.
Personal documents to keep
Each course ends with a personalised summary document — something concrete to refer to, share with family, or revisit over time.
Peers at a similar stage
Learners are grouped with others in a comparable situation, so conversations draw on shared context rather than a wide mix of ages and circumstances.
No product sales, no pressure
Padi Finance is an education provider only. No financial products are sold through our programmes, and learners are never directed toward any specific provider.
Getting Started
Not sure which course fits your situation?
Send us a message or call — we are happy to describe each programme in more detail and help you decide which one suits your current circumstances and timing.
Questions
Things people commonly ask before enrolling
Do I need any prior financial knowledge to attend?
How are the courses delivered — in person or online?
Will the courses tell me what to invest in specifically?
What is the group size for each course?
Can spouses or partners attend together?
What is the refund or withdrawal policy?
Location
Visit Us at Bras Basah
We are located on the fifteenth floor of the building at 51 Bras Basah Road, in the Bras Basah arts and civic district of Singapore. The premises are accessible by MRT from City Hall and Bras Basah stations.
51 Bras Basah Road, #15-02, Singapore 189554
Contact
Get in Touch
We welcome enquiries about any of our programmes. There is no obligation — just a conversation to help you decide if our courses are a good fit.
Contact Details
TELEPHONE
+65 9163 8472ADDRESS
51 Bras Basah Road, #15-02
Singapore 189554
OFFICE HOURS
Monday – Friday: 9:00 am – 6:00 pm
Saturday: 9:30 am – 1:00 pm
Sunday & Public Holidays: Closed