Case Studies details

Tech Company: CPF and First Home Planning

A strictly educational talk on CPF and HDB planning for a young workforce, with no product selling.

Financial Wellness
Onsite
60+
Technology

What They Needed

HR found that many of their younger staff were planning their first home but felt unsure about CPF, grants and loans. Staff were wary of financial talks that turn into sales pitches, so the session had to be purely educational.

What We Did

We briefed the speaker on a strict no selling rule and built the talk around HDB grants, CPF usage for housing and budgeting for a first home. We coordinated lunch, the room setup and a moderated Q&A that ran past the planned time.

Result

The Q&A ran over time with questions on grants and loans, and HR added the session to their annual welfare calendar.

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