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Navigate money with confidence.
DBS NAV Planner. Now supercharged by SGFinDex.
At a Glance
When it comes to managing money, there’s no one-size-fits-all plan. That’s why we built DBS NAV Planner on DBS iWealth®: An intuitive digital tool that helps you track, protect and grow your money in a way that works for you. Not just for a day, a month or a year, but as you go through life. This is DBS digibanking.
All your money in one place
Easily see the big picture on all your finances, even if parts of it are not with DBS.
Insights to make your money work harder
Take advantage of suitable opportunities and get easy-to-implement ways to save, protect and invest your money.
Grows with you, as you grow
Make the most of different streams of money at different life phases and retire well.
Have the DBS iWealth® mobile app? Find us on the ‘Plan’ tab.
How it works
Always see the DBS NAV Planner brings together everything from your income, cash, CPF savings, property and investments* to your expenses and loans (even if they’re not with DBS).
By viewing each financial decision as part of a whole, you can see how it impacts your situation, helping you navigate your life journey better.
* Please take note that investments under NAV Planner does not include holdings in your Wealth Management Account yet. We’re working on syncing it.
Make your money habits work for you
Are you investing enough? Are you spending more than you earn? DBS NAV Planner knows. And it will serve you personalised tips, advice and suitable solutions to grow your money.
DBS NAV Planner lets you easily track and grow your investments. It even shows how much you can invest by setting up a realistic budget that sorts your income and spending automatically.
Chart your course to financial freedom
DBS NAV Planner's 'Map Your Money' feature helps you visualise your retirement cashflow projection, highlight any gaps you might need to fill and the trade-offs you need to make for your desired retirement lifestyle. It also takes into account the complex CPF rules, so all your assets are accounted for when you visualise your retirement at your preferred retirement age. It’s like a money forecast, not just for a week but for years ahead.
A planner that grows with you
Everyone faces different financial situations throughout their lives. DBS NAV Planner celebrates your moments of joy as you take steps to improve your financial strength. It will grow with you as a one-stop financial planning tool for every stage of your life.
Get better at money now
Log in to DBS iWealth® on your phone or computer, and look for the Plan tab.
Not a DBS Treasures client?