Cohort Notes
What Participants
Have Said
These notes are drawn from feedback gathered at the close of each programme. Participants are not asked to be promotional — we ask them to be honest about what was useful, what was not, and what they would want others to know.
Return Home340+
Participants Completed
4.7
Average Rating / 5
60%+
Return for 2nd Programme
6
Years of Programmes
From Past Cohort Participants
Susan Heng
Bishan, Singapore · May 2025
I attended the Budget Reset workshop after my younger child started university and I realised I hadn't looked at our household spending structure in years. The workbook was more useful than I expected — it asks questions I hadn't thought to ask. The evening format was manageable alongside work. I would say the first session was slightly slow, but by the third it felt purposeful.
Mid-Life Budget Reset Workshop
Rajan Kumar
Tampines, Singapore · April 2025
Nine months is a real commitment, and I wasn't certain I could maintain attendance. I did manage it — only missed one session. What I found valuable was the continuity. You don't have to re-introduce yourself or your situation each time. By month four, the discussion had a kind of depth that I don't think would have been possible in a shorter format. The clothbound binder is sitting on my desk, and I do refer back to it.
Long-Term Planning Reading Series
Lin Tsui
Queenstown, Singapore · May 2025
My husband and I attended the Household Communication Workshop together, which I'd recommend if both partners are willing. The scenario cards were a bit confronting in the best way — the situations felt realistic rather than textbook. We didn't resolve anything over the weekend, but we had conversations we hadn't managed to have at home. The follow-up reflection circle three weeks later was also worth attending.
Household Communication Workshop
Marcus Wong
Buona Vista, Singapore · March 2025
I'd describe myself as someone who has avoided thinking about long-term financial planning because the topic felt too large and too charged. The Long-Term Planning Series addressed that indirectly — by giving the topic a vocabulary and a structure, it became something I could work with. I haven't gone to a financial adviser yet, but I feel better prepared for that conversation when I do.
Long-Term Planning Reading Series
Priya Arumugam
Clementi, Singapore · April 2025
The Budget Reset workshop was shorter than I expected — three sessions goes quite quickly. I would have benefited from a fourth session or a more extended follow-up. That said, the ledger template is genuinely practical and I've used it since. The small group made it easier to discuss things that would otherwise feel too personal to raise with strangers.
Mid-Life Budget Reset Workshop
Yong Li
Toa Payoh, Singapore · May 2025
I came to the Household Communication Workshop specifically because of my mother — we'd been avoiding talking about what would happen with her property. The workshop didn't solve that, and I didn't expect it to. But it gave me a clearer sense of what kind of conversation I actually needed to start, and some language to start it with. That was the useful outcome.
Household Communication Workshop
Participant Journeys
Case Study · Long-Term Planning Series
The Situation
A 52-year-old secondary school teacher in Singapore with plans to retire at 62, uncertain how to think about a decade of financial planning without becoming overwhelmed by the scope of the question.
What Helped
Attending the Long-Term Planning Reading Series over nine months introduced the vocabulary of drawdown and longevity planning in a structured, non-urgent way. The cohort included several participants at similar life stages, which made discussions concrete rather than hypothetical.
What Changed
By the end of the series, the participant had a clearer framework for the questions to bring to a financial adviser and had drafted a ten-year income map as a starting document. They felt less avoidant of the topic than when they began.
"The programme didn't tell me what to do. It helped me work out what questions I actually needed to be asking."
— Participant, Long-Term Planning Series (cohort 7)
Case Study · Household Communication Workshop
The Situation
Two adult siblings — one based in Singapore, one visiting from abroad — who had been unable to have a productive conversation about how to approach their parents' housing arrangements as they aged. The subject kept becoming an argument.
What Helped
Attending the Household Communication Workshop together, working through the scenario cards as participants rather than as the people in the actual situation, created distance. They were able to discuss a fictional scenario in detail and recognise the parallels with their own one.
What Changed
They did not resolve their family question at the workshop. But they reported that the conversation that followed — a week later — was longer, calmer, and more specific than any they'd had previously. They attributed this partly to having shared vocabulary from the session.
"We came in not knowing whether it would help or make things worse. We left with a plan to continue the conversation. That was more than we'd managed on our own."
— Participant pair, Household Communication Workshop
Reach Us Directly
Phone
+65 6708 4239Reading Space
65 Chulia Street, #18-04, OCBC Centre, Singapore 049513
Office Hours
Mon – Fri, 9:00 am – 6:00 pm SGT
Professional Standards
Adult Education Methodology
All facilitators trained in andragogy and reflective practice for adult learners
PDPA Compliant
Data held under Singapore's Personal Data Protection Act
Educational Scope Only
No financial advice or regulated services offered at any point
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