Olverix
Olverix reading programme overview

Programme Index

Three Reading Programmes for Adults Navigating Financial Vocabulary

Each programme is reading-led, delivered in small cohorts, and educational throughout. Explore the options below to find the one that fits your current stage.

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Our Methodology

How an Olverix Programme Works

1

Pre-Reading Distributed

Material arrives before the first session. Participants read at their own pace.

2

Cohort Sessions

Small groups meet to discuss the reading. Facilitated, not lectured.

3

Reference Materials

Printed items — binders, cards, notebooks — are taken home for continued use.

4

Reflection (Optional)

Some programmes include a follow-up reflection circle a few weeks after the final session.

Programme One
Estate Planning Reading Programme
Ten Evening Sessions

Estate Planning Reading Programme

A ten-session evening reading programme that introduces participants to the vocabulary and frameworks around estate planning in Singapore — wills, LPA documents, advance care arrangements, CPF nomination, and the standard documentation used by qualified professionals.

The programme is reading-led: each session covers a chapter of pre-distributed material with discussion in small groups of twelve. Suitable for adults aged 45 and above who want to approach these topics with more vocabulary before working with qualified professionals. Educational in nature; not advisory.

What the programme covers:

  • Will structures and their vocabulary in Singapore
  • Lasting Power of Attorney — what it is and how it functions
  • Advance Care Planning documents and their scope
  • CPF nomination procedures and their interaction with wills
  • Standard professional documentation participants may encounter

Materials included:

  • Clothbound reading binder
  • Weekly glossary cards (one per session)
  • Peer discussion notebook
Programme Fee
S$870 per participant
Enquire About This Programme
Programme Two
Weekend Workshop

Household Balance Sheet Reading Workshop

A weekend workshop on the vocabulary and structure of a household balance sheet — the categories, the rhythms of review, the language of household assets and obligations, and the questions worth asking when a household enters a new life stage.

Participants work through a structured workbook covering household asset categorisation and obligation mapping. Educational in scope; no advice or product recommendations are offered. Cohort size of eight to twelve.

Topics covered in the workbook:

  • Household asset categories and how to read them
  • Obligation mapping and its language
  • Life-stage transitions and balance sheet implications
  • Rhythms of review — how often and what to look for
  • Questions worth asking at different household stages

Materials included:

  • Printed workbook
  • Spreadsheet reference template
  • Access to follow-up reflection circle
Programme Fee
S$220 per participant
Enquire About This Programme
Household Balance Sheet Workshop
Programme Three
Singapore Retirement Reading Overview
Two Sessions — A Fortnight Apart

Singapore Retirement Reading Overview

A two-session reading overview of Singapore's national retirement landscape — the CPF Life payout structure, the Retirement Account formation, and the SRS contribution framework. The overview is reading-led; sessions consist of guided discussion of pre-distributed material.

The cohort meets twice across a fortnight in a small format of fourteen participants. Educational in scope; no product recommendations are offered.

Reading overview covers:

  • CPF Life — how the payout structure is arranged
  • Retirement Account formation and the vocabulary around it
  • Supplementary Retirement Scheme — contribution framework and scope
  • Questions worth clarifying with a financial professional

Materials included:

  • Printed reference card
  • Vocabulary booklet
  • Reflection notebook
Programme Fee
S$130 per participant
Enquire About This Programme
Which Programme Suits You?

Programme Comparison at a Glance

Feature Estate Planning Balance Sheet Retirement Overview
Sessions 10 evenings 1 weekend 2 sessions
Cohort size Up to 12 8–12 Up to 14
Reading binder
Workbook
Vocabulary booklet / cards
Reflection circle
Fee per participant S$870 S$220 S$130
Best for Adults 45+ approaching estate documents Adults at a life-stage transition Adults wanting a CPF/SRS overview
Shared Standards

Standards Applied Across All Programmes

Regardless of which programme you join, these standards apply.

Educational Scope Only

No advice, no product recommendations, no referrals to financial product providers.

Verified Content

Material is checked against current Singapore regulatory publications before each cohort intake.

Data Privacy

Participant data handled in accordance with Singapore's Personal Data Protection Act. Not shared with third parties.

Cohort Caps Maintained

Cohort maximums are strictly maintained. Additional intakes are run rather than enlarging groups.

Facilitated, Not Lectured

Facilitators are trained to guide discussion from the reading material — not to lecture or interpret on behalf of participants.

Physical Materials Included

All printed reading materials are included in the programme fee. No additional purchases are required or suggested.

Enrolment

Programme Fees

Retirement Overview
S$130
per participant
  • 2 sessions
  • Reference card + vocabulary booklet
  • Up to 14 participants
Enquire
Balance Sheet Workshop
S$220
per participant
  • Weekend workshop format
  • Workbook + reflection circle access
  • 8–12 participants
Enquire

Not Sure Which Programme Fits?

Write to us and describe your situation. We'll point you to the programme that makes the most sense — or let you know about upcoming intake dates.

Send an Enquiry