Home About Tools Careers Roadshow Portal Agent Login Get In Touch
Dream Planners Group

Free Financial Tools

No sign-up required, no strings attached. Use our tools to take control of your finances.

Everything you need to plan smarter

Practical tools and guides to help you make confident financial decisions — completely free.

Insurance Gap Calculator
Find out if you're underinsured in 2 minutes. Quick, private, and completely free.
Get Started
Free Financial Health Check
A 15-minute consultation to review your finances — no obligation, no sales pitch.
Get Started
CPF Optimization Guide
Are you leaving money on the table? Learn how to make your CPF work harder.
Get Started
Life Stage Checklists
Getting married? BTO? New baby? Get a personalised checklist for your milestone.
Get Started
Tax Savings Guide
Save up to $5,000/year on taxes through SRS + insurance.
Get Started
Insurance Comparison Tool
Compare plans side by side. Find the right coverage for your needs.
Get Started

Not sure which tool is right for you?

Chat with us — we'll point you in the right direction.

Get In Touch