Financial Education · Singapore

Your Financial Story,
Written With
Clarity

Structured learning programmes designed for professionals who want a more considered approach to managing money — thoughtfully built for life in Singapore.

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+65 6294 8173 [email protected] 3 Specialist Programmes

Starting from

SGD 195

Our Programmes

Three Paths Forward

Each programme is crafted to meet you at a different point in your financial journey — you choose where to begin.

4 Weeks

Money Mindset Fundamentals

A thoughtfully designed entry point for anyone looking to reshape their relationship with money. Blends behavioural finance principles with guided reflection in a small-group setting.

Personal assessment workbook
Four group sessions
One individual follow-up

SGD 195 Enquire

3 Weeks

Tax-Smart Strategies for Professionals

A focused programme for salaried professionals and the self-employed in Singapore who want to understand how to optimise their tax position within the existing regulatory framework.

Personalised tax-planning worksheet
SRS & income tax reliefs covered
Two advisory consultations

SGD 480 Enquire

12 Weeks

Holistic Wealth Navigation

A premium advisory engagement integrating cash flow analysis, insurance mapping, investment review, tax planning, and estate considerations into a unified personal strategy.

Full written financial blueprint
Six consultations over 3 months
Quarterly check-in access for 1 year

SGD 1,280 Enquire

Why Lumivest

What Sets Our Approach Apart

Our programmes are built around the belief that lasting financial understanding comes from context, not just information.

Small-Group Depth

Sessions run in small groups of 6–10 participants, giving each person the attention and dialogue needed to actually apply what they learn.

Singapore-Specific Content

From CPF structures to SRS accounts and local property considerations — all material is grounded in Singapore's regulatory and financial environment.

Adviser-Led Sessions

Each programme is facilitated by qualified financial educators with real advisory experience — not generalist trainers or scripted presenters.

Behavioural Focus

We incorporate behavioural finance principles so participants understand not just what to do, but why certain patterns of thinking can influence financial decisions.

Tangible Takeaways

Every programme includes written resources — workbooks, worksheets, or full financial blueprints — that participants keep and can return to over time.

Confidential Environment

Personal financial discussions remain strictly confidential. We maintain clear boundaries between education and any commercial product recommendations.

Take the First Step

Ready for a More Considered Approach to Money?

Each programme is designed to meet you where you are. Whether you are beginning to think about money differently, or ready for a comprehensive review, we are here to help you find clarity.

Get in Touch View All Programmes

+65 6294 8173 [email protected]

Common Questions

Things People Often Ask

If something else is on your mind, feel free to reach out directly — we are glad to help.

Do I need prior financial knowledge to join a programme?

No prior knowledge is needed for the Money Mindset Fundamentals or Tax-Smart programmes — they are designed to be clear and accessible from the start. The Holistic Wealth Navigation engagement works best for those who have some existing financial commitments (such as a property, investments, or CPF planning), but we will discuss suitability when you reach out.

How are sessions delivered — online or in-person?

We offer both. Group sessions for the Fundamentals and Tax-Smart programmes are available online via video conference as well as in-person at our Raffles Place office. Holistic Wealth Navigation consultations are typically conducted in person, though remote options can be arranged where needed.

What happens after I complete a programme?

Each programme includes scheduled follow-up access — this varies by programme but typically includes an individual consultation or quarterly check-in. You also retain access to all materials provided during the programme. Many participants choose to continue with a more advanced programme once they feel ready.

Can I enrol in more than one programme at a time?

We generally recommend completing one programme before beginning the next, as each is designed to build a coherent foundation. That said, some clients do run the Tax-Smart and Holistic Wealth Navigation programmes concurrently if their schedule and circumstances call for it. We would discuss this with you before enrolment.

Is my personal financial information kept confidential?

Yes, completely. Any personal or financial information you share during our programmes is treated as strictly confidential. We do not share, sell, or use it for marketing purposes. In group sessions, we ask that all participants respect the same standard — and we set this expectation clearly from the outset.

How is Lumivest different from attending a public financial seminar?

Public seminars tend to be large, broad, and often tied to product promotions. Lumivest's programmes are small, contextual, and structured around your actual circumstances — not a general audience. There is no agenda to sell you a product; the focus is on developing your own understanding and decision-making capacity.

Find Us

Our Location

1 Raffles Place, #28-06, One Raffles Place Tower 2, Singapore 048616

Get in Touch

Start a Conversation

Tell us a little about where you are and what you are hoping to understand better. We will help you find the right starting point.

Contact Details

Phone

+65 6294 8173

[email protected]

Address

1 Raffles Place, #28-06
One Raffles Place Tower 2
Singapore 048616

Office Hours

Monday – Friday: 9:00 AM – 6:30 PM

Saturday: 10:00 AM – 1:00 PM

Sunday: Closed

Response Time

We aim to respond to all enquiries within one business day. For urgent matters, please call us directly.

Your Financial Story,Written WithClarity