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Free Financial Health Check — 15 Minutes That Could Change Your Future

Most people don't know if they're properly protected until it's too late. Find out where you stand — in just 15 minutes.

What Your Health Check Covers

Coverage Review
Review your current insurance coverage
Gap Analysis
Identify any protection gaps
CPF Check
CPF optimization check
Recommendations
Simple, actionable recommendations

What to Expect

A quick 15-minute video or phone call with a certified financial advisor. We'll review your situation, flag anything important, and give you clear next steps — whether or not you decide to work with us.

Book Your Free Health Check

1. Purpose of Data Collection

By submitting this form, you consent to Dream Planners Group and its authorised representatives collecting, using, and disclosing your personal data (name, phone number, email address, and profile information) for the purpose of scheduling and conducting your complimentary financial health review, and contacting you about financial products and services through all channels including SMS, phone call, email, and social media.

2. Data Protection (PDPA)

Your personal data is collected in compliance with the Singapore Personal Data Protection Act 2012 (PDPA). Your data will not be sold to third parties. It may be shared with licensed financial consultants within Dream Planners Group solely for the purpose of conducting your review. Data will be retained for no longer than 12 months or until you withdraw consent, whichever is earlier. To withdraw consent or request access to or deletion of your personal data, email jason.ng@dporganisation.com.

3. Nature of the Review

The financial health review is informational only and does not constitute financial advice under the Financial Advisers Act (Cap. 110). You are under no obligation to purchase any product or service. This service is available to Singapore residents aged 18 and above.

5. General

Dream Planners Group reserves the right to amend these terms at any time without prior notice. This service is governed by the laws of Singapore.