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Six Pack Wallet

Clarity for Every Financial Decision

We help you see the full picture of your finances — so you can make confident decisions about your money, your family, and your future.

Who We Are
Your Financial Planning Partner

At Six Pack Wallet, we believe that good financial advice starts with understanding. Before recommending any product or strategy, we take the time to understand your complete financial picture — your income, your commitments, your goals, and the people who depend on you.

We combine thoughtful advisory with purpose-built planning tools that bring your finances to life, making it easier for you to see, understand, and act on what matters most.

Our Approach
How We Think About Planning

Every financial plan we build is grounded in four principles:

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See the Full Picture
We look at everything together — income, expenses, assets, liabilities, insurance, CPF, and estate plans — because each piece affects the others.
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Numbers, Not Guesswork
Every recommendation is backed by calculations. We show you the exact figures so you can see why a strategy makes sense for your situation.
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Protection Comes First
Before growing wealth, we make sure your family is protected. We analyse your coverage gaps and ensure your safety net is strong enough.
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Plan for Life's Decisions
Buying a home, sending children overseas, retiring comfortably — we help you stress-test each decision before you commit.
Your Journey
What to Expect When You Meet Us

Every engagement follows a structured process designed to give you maximum clarity in minimum time.

01
Discovery Conversation
We start by listening. We'll walk through your personal situation, your financial commitments, your family structure, and what keeps you up at night. No jargon, no pressure — just an open conversation.
02
Data Collection & Analysis
We gather your financial details — income, expenses, CPF balances, existing insurance policies, loans, and assets — and run them through our planning system. This gives us a precise snapshot of where you stand today.
03
Gap Analysis & Scenario Planning
We identify gaps in your protection, project your retirement cashflow, and simulate real-life decisions like buying a property or funding your child's overseas education. You'll see exactly how each choice affects your financial health.
04
Personalised Report & Recommendations
You'll receive a comprehensive financial report covering your profile, insurance review, retirement outlook, estate distribution, and any scenarios we explored. Every recommendation is tied to your numbers — nothing generic.
05
Implementation & Ongoing Review
Once you're comfortable with the plan, we help you put it into action. As your life changes — a new child, a career move, a property purchase — we revisit and adjust your plan so it always stays relevant.
What You'll Receive
Professional Reports Tailored to You

Every analysis session produces a comprehensive report. Here's a preview of what our reports look like — generated from real planning tools, personalised to your actual financial data.

Six Pack Wallet
Financial Profile & Health Ratios
Savings Ratio
32.4%
Liquidity Ratio
8.2×
Debt Servicing
22.1%
Solvency Ratio
41.3%
Income Summary
Monthly Salary$8,500
Annual Bonus$17,000
Take-Home$6,800/mo
Net Worth
Total Assets$682K
Total Liabilities$402K
Net Worth$280K
Sample Report · 6PW

Financial Health Dashboard

Your report begins with a complete snapshot of where you stand — income, expenses, assets, liabilities, and four key financial health ratios. Each ratio is colour-coded so you can instantly see what's on track and what needs attention.

Six Pack Wallet
Protection & Coverage Review
John — Annual premium $4,860 ($405/mo). The review below highlights areas that may be worth looking into.
Coverage TypeRecommendedCurrentLevelGap
Death / Life$612K$400K
$212K
Total & Perm Disability$612K$500K
$112K
Early Critical Illness$306K$200K
$106K
Late-Stage Critical Illness$306K$350K
Disability Income (monthly)$5,100$3,000
$2,100
Areas to review: Death coverage is $212K below recommended. Early CI gap of $106K. Disability income shortfall of $2,100/mo.
Sample Report · 6PW

Insurance Gap Analysis

We map your existing policies against recommended coverage levels for death, disability, critical illness, and hospitalisation. Every gap is quantified with a dollar amount — so you know exactly where you may be underprotected and can make informed decisions.

Six Pack Wallet
Retirement Income Projection
Retire At
Age 62
Year 2048
Pool at Retire
$542K
OA + liquid assets
CPF LIFE
$1,850/mth
From age 65
Funds Last
Age 90
Plan age reached
AgeYearOpeningCPF LifeExpensesClosing
602046WORKING
612047WORKING
Retirement begins — Age 62
622048$542,300($36,000)$524,800
652051$470,200$22,200($39,100)$472,100
702056$385,600$22,200($44,500)$382,900
802066$162,400$22,200($57,500)$141,100
902076$18,200$22,200($74,200)$3,800
Sample Report · 6PW

Retirement Cashflow Projection

See a year-by-year projection from today through your target retirement age and beyond. The report factors in CPF contributions, CPF LIFE payouts, inflation-adjusted expenses, investment returns, and provisions — so you can see exactly when your funds may run out, or if they'll last.

Six Pack Wallet
What-If Scenario Analysis
✓ Buy Vehicle — $45K ✓ Child Education (AU) — $69K ✗ New Loan
MetricBeforeAfterVerdict
Savings Rate32.4%18.7%Caution
Debt-to-Income22.1%31.5%OK
Emergency Fund8.2 mo4.1 moCaution
Net Cashflow$2,203$823OK
Combined Impact: Additional monthly expense +$1,380. Emergency fund drops from 8.2 to 4.1 months. Savings rate falls below the 20% target — consider spacing these decisions or building reserves first.
Sample Report · 6PW

What-If Decision Simulator

Thinking about buying a car, sending your child overseas, or taking on a new loan? Our simulator lets you stack multiple decisions and see exactly how they affect your savings rate, debt ratio, emergency fund, and net cashflow — with traffic-light verdicts to guide your choices.

Six Pack Wallet
Estate Distribution Summary
Under Singapore's Intestate Succession Act — This shows how your non-CPF, non-Muslim estate would be distributed if no valid will is in place.
Estate Pool
Cash & Investments$82K
Property (share)$380K
Other Assets$15K
Total Estate$477K
Distribution
Spouse (50%)$238.5K
Child 1 (25%)$119.3K
Child 2 (25%)$119.3K
Note: CPF savings are distributed separately via CPF nominations. Insurance payouts follow policy nominations. Consider whether a will is needed to ensure your wishes are met.
Sample Report · 6PW

Estate Distribution Planning

Understand how your assets would be divided under Singapore's Intestate Succession Act. The report breaks down your estate pool and shows the distribution across your spouse and children — helping you decide whether a will or nomination updates are needed.

Our Planning Tools
Built to Bring Your Finances to Life

We've developed a suite of proprietary planning tools that go beyond spreadsheets. These are the same tools your adviser uses during your review — designed to make complex finances visual, interactive, and easy to understand.

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Financial Profile
A complete snapshot of your income, expenses, assets, liabilities, and CPF — the foundation of every recommendation.
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Insurance Gap Analysis
Maps your existing coverage against your actual needs, identifying gaps in death, critical illness, disability, and hospitalisation protection.
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Retirement Calculator
Projects your cashflow from now through retirement, factoring in CPF, inflation, drawdown strategies, and your desired lifestyle.
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Property Calculator
Breaks down every stage of a property purchase — OTP, exercise, completion — showing exactly how much cash and CPF you'll need.
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What-If Analysis
Simulates financial decisions before you make them. See how buying a car, repaying a loan, or funding education affects your savings rate, cashflow, and emergency fund.
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Estate Distribution
Shows how your assets would be distributed under Singapore's Intestate Succession Act, so you can plan nominations and wills with clarity.
The Outcome
Clarity You'll Walk Away With

After working with us, you won't just have a plan — you'll have understanding. Here's what our clients gain:

A clear picture of your current net worth and monthly cashflow
Whether your insurance coverage is adequate for your family's needs
How much you need to retire comfortably at your target age
The real cost of big decisions — property, car, education — before you commit
How your estate would be distributed and whether you need a will
A personalised financial report you can revisit and track against
Confidence that your savings rate and debt levels are healthy
A trusted adviser who knows your full picture and reviews it with you

Ready to See Your Full Picture?

Whether you're planning a major purchase, reviewing your protection, or just want to know where you stand — we're here to help you make sense of it all.

Get in Touch