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DBS NAV Planner
At a Glance
One-stop financial planning tool
Track, protect and grow your money confidently in a way that works for you
All your money in one place
See the big picture on all your finances, even the parts that are not with DBS
Personalised financial advisory, at your fingertips
Get curated investment picks, plan for your protection needs, and work towards your goals with tips and insights that are customised to you
Now supercharged by SGFinDex, DBS NAV Planner takes in all your financial information from CPF, HDB, IRAS, SGX CDP, banks and insurers to give you a holistic view of your financial wellness. And empowers you with personalised insights and tips. So you can make better, informed financial decisions. Not just for a day, a month or a year – but as you go through life.
Ready to get better at money?
You can also find us on the 'Plan' tab on your digibank app
Get investment picks, customised to you
Your goals are unique, so should your investment strategy be too. DBS NAV Planner’s Make Your Money Work Harder feature will find you the right investments to grow your money. All backed by DBS investments experts. Just answer a few questions and let DBS NAV Planner do the rest. This is how investing should be.
Get recommended funds, portfolios based on your goals, risk profile and financial health
All your money in one place
Forget about spreadsheets. DBS NAV Planner redefines financial planning by connecting all the pieces of your financial puzzle – from your income, cash, Central Depository (CDP) account under Singapore Exchange (SGX), CPF savings, property, insurance and investments to your expenses and loans. Get a complete overview of your financial wellness. All in just a few taps. It’s that effortless.
Link all your financial data with ease
Learn more about SGFinDex here.
Never lose track of your insurance again
No more digging through your insurance policy documents to find out when your policies mature or how much you are covered for. Consolidate your insurance policies to understand your protection coverage and when your payouts will occur from your investment policies.
Obtain unbiased suggestions based on your dependants, income and cashflow needs. DBS NAV Planner helps you plan with certainty by taking into consideration what you currently have and calculating the coverage you need.
The simpler way to manage insurance with open eyes
Chart your course to financial freedom
Are you on track to meet your goals and retire well? Peek into your future with DBS NAV Planner’s Map Your Money feature. It helps you work towards your aspirations and desired retirement lifestyle by visualising your future cashflow and identifying gaps you need to fill. It’s like a money forecast, but for the years ahead.
Get a grasp of your financial wellness in 20, 30, 40 years
Multiply Your Money, Your Way
Enjoy up to 4.1% p.a. on your DBS Multiplier Account. Connect and share financial information from your other banks, government accounts (CPF, HDB and IRAS), SGX CDP and Insurance with SGFinDex and request for information retrieval of the linked accounts through DBS NAV Planner monthly.
Link all your accounts now
Securely link your other banks’, Central Depository (CDP) Account under Singapore Exchange (SGX), government accounts (HDB, CPF, IRAS) and Insurance to enjoy the convenience of retrieving your information anytime within one year.
With all your finances in one place, DBS NAV Planner can give you more insightful recommendations, helping you achieve your financial goals.
You do not need to connect your DBS/POSB accounts with SGFinDex if you use DBS NAV Planner.
New to DBS? It’s easy to start with digibanking.
A new wave of banking has arrived. One that works behind the scenes to give you a banking experience that best fits you, without even needing to step into a branch. Dive right into DBS digibanking to open an account easily. Applies to foreigners with Singpass too!
Sign up directly on DBS digibank
Skip visiting branches and filling out long forms. Download the DBS digibank app and set up your account anytime, anywhere.
Multiply your money, your way
Enjoy up to 4.1% p.a. on your DBS Multiplier Account. Connect and share financial information from your other banks, government accounts (CDP, CPF, HDB and IRAS) and Insurance with SGFinDex and request for information retrieval of the linked accounts through DBS NAV Planner monthly.
Pair with PayLah! for more deals & rewards
It’s the perfect companion app for all your lifestyle needs. Shop, dine, ride, book, earn rewards and more.
Two apps, one journey
Move between digibank and PayLah! with just a one-time login. These two companion apps are now connected for you to enjoy banking and lifestyle services seamlessly. Download both apps today.
Unlock everything at your fingertips
Save, plan, remit, invest – all at your fingertips, literally with fingerprint or Face ID access. Bye-bye passwords!
Get it done swiftly via Myinfo with Singpass
Download digibank app now
Book an appointment today
Need help finding a solution that’s right for you? Chat with our Wealth Planning Managers now. (This chat service is available from 9am to 6pm on Mon to Fri, excluding Public Holidays.)
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