SEE ALL YOUR FINANCIAL DATA AT ONE GLANCE
Have I saved enough for my goals? Do I have adequate insurance? Am I on track to the retirement I want?
Make SGFinDex your first step for getting the answers you need to make better financial decisions in life. SGFinDex is the world's first public digital infrastructure to use a national digital identity and centrally managed online consent system to enable you to retrieve your financial data such as your savings, insurance and investments—all in one consolidated view. With greater clarity of your finances, you can plan confidently for your future, your family or your retirement!
What you can retrieve in a consolidated view
- Current and Savings Accounts balances
- Fixed Deposits balances
- Outstanding Credit Cards balances
- Loans balances
- Unit Trusts
- CPF Investment Scheme (CPFIS) holdings
- Supplementary Retirement Scheme (SRS) holdings
- Product type
- Policy details including surrender value and maturity dates etc.
- Coverage details including plan type, sum insured, hospitalisation limit and coverage expiry date etc.
- Premium details including premium mode frequency, premium payment term and total premium paid etc.
- Payout details including total accumulated income amount and payout frequency etc.
- Fund details and its projection including fund cash value and guaranteed value at maturity etc.
- Equities
- Bonds
- Unit Trusts
- Structured Products
- Others - Rights, Preference Shares, Funds, Plain Warrants
- CPF Ordinary Account (OA), Special Account (SA), MediSave Account (MA) and Retirement Account (RA) balances
- IRAS Yearly Assessable Income
- Monthly HDB loan instalment
- HDB loan outstanding balance
PLAN FOR EVERY LIFE
STAGE CONFIDENTLY
Whether you are starting out in your career or have been working for a few years, this is the time to lay a strong financial foundation for your future. It's also important to ensure that you have essential insurance coverage to protect you against unexpected events.
With an overview of your finances with SGFinDex, you can easily:
- Track your expenses and adjust your spending
- Set savings goals and build emergency funds
- Check if you have adequate insurance coverage
- Consider investing in suitable products to grow your wealth
As you progress further in your career, your goals may evolve or you may have additional commitments such as supporting your children and ageing parents. Therefore, you are looking for ways to grow your wealth and protection to secure your personal and your family's financial well-being.
With an overview of your finances with SGFinDex, you can easily:
- Stay up-to-date with your assets and liabilities
- Ensure adequate funds for family and emergency needs
- Spot and plug any protection gaps
- Monitor and manage your investments to meet your wealth goals
You have envisioned the retirement you want and are actively planning for it. You want to ensure that you have adequate savings, insurance and investments to retire confidently, so that you can enjoy the freedom to pursue your passions during your golden years.
With an overview of your finances with SGFinDex, you can easily:
- Track the progress of your retirement savings
- Ensure adequate funds for emergency needs
- Spot and plug any protection gaps
- Monitor and manage your investments to meet your retirement goals
GET A CONSOLIDATED VIEW IN 3 SAFE AND EASY STEPS
Once you are connected to SGFinDex, you only need to give your consent once every 12 months to get a consolidated view every time you log in to your preferred platform.
If you had previously connected to SGFinDex and would now like to add insurance to your consolidated view, simply repeat these three steps to provide consent to your insurers.
