Oakpenny
— Singapore Financial Education

Where Financial Clarity Begins

Thoughtfully structured programmes for Singapore residents ready to build genuine understanding of their finances — at a pace that suits them.

+65 6392 5847
CapitaGreen, Singapore
1,200+ participants served
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Our Programmes

A Clear Path Forward

Three programmes designed for distinct stages of your financial journey — from foundational knowledge to long-range planning.

Financial Literacy Essentials programme
4 weeks

Financial Literacy Essentials

SGD 280

A welcoming start for those building financial confidence. Covers income awareness, expense habits, saving approaches, and Singapore's common financial products — in a judgement-free setting.

  • Personal financial snapshot exercise
  • Printed worksheets & take-home guide
  • 4 × 90-minute interactive sessions
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Investment Landscape Programme
Most Popular
8 weeks

Investment Landscape Programme

SGD 870

Gain a clear view of the investment terrain. Covers equities, bonds, unit trusts, ETFs, and market cycles — using Southeast Asian case studies and structured analysis exercises.

  • Simulation exercises & reference pack
  • 8 × 2-hour structured sessions
  • SEA market case study materials
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Legacy and Longevity Planning programme
10 weeks

Legacy & Longevity Planning

SGD 2,380

A thoughtful programme for those planning their financial future with care. Covers retirement income, CPF optimisation, insurance mapping, estate planning, and sustaining wealth across life stages.

  • 2 private advisory consultations
  • Personalised planning toolkit
  • Follow-up review session included
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Why Oakpenny

Financial Education Built Around You

At Oakpenny, we believe financial literacy develops gradually — not in a single afternoon. Our programmes are structured to build lasting comprehension, with a pace and depth suited to each stage of the journey.

Every programme draws on Singapore's specific financial landscape — CPF structures, MAS-regulated products, and local market context — so what participants learn is immediately relevant to their lives.

Our Approach in Detail

Singapore-Contextualised

All content draws on Singapore's financial products, CPF system, and regional investment context — not generic global theory.

Small Group Sessions

Groups are kept small for active discussion, individual questions, and practical application of each concept covered.

Structured Progression

Each session builds on the last, creating a coherent and solid foundation rather than a fragmented collection of topics.

Practical Materials

Participants receive worksheets, reference packs, and planning tools they can continue using beyond the sessions.

Take the First Step

A Conversation Costs Nothing

Reach out to discuss which programme might suit where you are right now. We are happy to help you find the right fit — without any pressure to commit.

Send an Enquiry +65 6392 5847

[email protected]  ·  138 Market Street, Singapore 048946

Common Questions

Frequently Asked

Some of the questions we hear most often. If yours is not listed, please feel free to reach out directly.

Who are the Oakpenny programmes suited for?
Our programmes are open to anyone looking to develop their financial knowledge — whether you are beginning to think about personal finance, building a broader understanding of investments, or planning your longer-term financial future. No specific background is required to join any programme.
How are sessions delivered?
Sessions are held in person at our CapitaGreen premises in Singapore. Groups are kept small to allow for active participation and individual questions. Most sessions incorporate guided exercises, case discussions, and practical application components.
What happens if I need to miss a session?
We ask participants to let us know in advance if they need to miss a session. Where possible, we provide written materials or a catch-up arrangement. Please contact us to discuss your specific situation and we will do our best to accommodate.
Do participants receive documentation upon completion?
Participants receive a letter of completion at the end of each programme. All printed materials — worksheets, reference packs, and planning toolkits — are yours to keep and reference long after the sessions end.
Are instalment payment options available?
For the Investment Landscape Programme and Legacy & Longevity Planning, we can discuss instalment arrangements during your initial enquiry. Please mention this when you reach out and we will outline the options available to you.
How do I enrol in a programme?
You can reach out using the contact form below, by phone, or by email. We will then confirm the right programme for your situation and guide you through the enrolment process from there. There is no obligation at the enquiry stage.
Find Us

Our Location

138 Market Street, #25-01 CapitaGreen, Singapore 048946

Get in Touch

We Are Here to Help

Whether you have a question about a specific programme or simply want to know where to begin, we are happy to guide you.

Contact Details

Address

138 Market Street
#25-01 CapitaGreen
Singapore 048946

Office Hours

Monday – Friday: 9:00 AM – 6:00 PM

Saturday: 10:00 AM – 2:00 PM

Sunday & Public Holidays: Closed

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