Many of us save the things we dream about on our display screens. It could be a picture of your children, or a place you dream of traveling someday. To dream is easy but to achieve them could be more difficult financially.
If you’ve been putting off your dreams because of money, the real reason could be not knowing where to start. Getting your financial basics right is the first step in getting you closer to your dream.
So here at OCBC, we’ve designed a simple online tool to help you get started. With just 7 questions, in less than 10 minutes, you can learn about your current financial standing.
All it takes is 3 simple steps:
1
Learn about your current financial standing through 7 simple questions with our Financial Scan tool ( click here to see a sample of the free e-report).
2
Get recommendations at no cost and obligation free from our Money Specialists on financial solutions that will benefit you financially.
3
Work towards your Screen Dreams and review it from time to time to ensure it is on track.
1
Learn about your current financial standing through 7 simple questions with our Financial Scan tool (click here to see a sample of the free e-report).
2
Get recommendations at no cost and obligation free from our Money Specialists on our bank's products that may benefit you financially.
3
Work towards your Screen Dreams and review it from time to time to ensure it is on track.
Get one step closer to your Screen Dreams. Start with the Financial Scan.
Try the Financial Scan
You could even stand a chance to win a starter fund of RM5,000*
*OCBC Starter Fund Campaign Terms & Conditions apply
Screen Dreams of other Malaysians
Meet our Money Specialist

Here’s how they can help:

1
Discuss financial solutions and alternatives that best suits your financial situation.We help identify our bank products that you may need and might benefit from based on your Financial Scan’s results.
2
With our experience, we offer innovative money management tools that may help you create lasting financial behaviors.
3
Best of all, this session is confidential and available to you at no cost.

  • Get an Appointment

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Disclaimer: The Financial Scan does not analyse your financial position, investment objectives or individual needs in coming out with its report. You must not rely on the report or on product recommendations by our officers to make any investment or financial decisions. Product recommendations must be independently evaluated by you taking into account your own investment objectives, financial position and individual needs. The report and any product recommendation by our officers must not be regarded as financial planning or financial advice.