Retirement planning tools
HSBC’s suite of products and services can help jumpstart your financial planning journey
Retirement calculator:
Online tools such as HSBC Retirement Calculator can help assess and provide insights.
Wealth advisory:
HSBC Relationship Managers supported by a team of investment, insurance and FX specialists can provide insights and guidance to help you reach financial goals.
Wealth dashboard:
HSBC’s Wealth Dashboard function can help manage your investment portfolio and assist you in keeping track of your wealth and investments online. It is also integrated into Online Banking and HSBC Singapore app (under the Wealth tab).
Wealth Portfolio Intelligence Service
Exclusively for Premier customers, HSBC Wealth Portfolio Intelligence Service is a Relationship Manager-guided journey that provides you with professional tools, with end-to-end financial planning and tracking capabilities.
Financial education programme in collaboration with Sophia*
The programme offers various online, self-paced financial courses covering fundamentals such as Money Basics, Budgeting and Wealth 101 to more complex themes such as How To Talk To Your Children About Money, The Different Ways To Invest, Investment Strategies To Start Your Money Journey and Sustainable Investing.
*Currently available to HSBC Premier customers.
