Young adults starting their financial journey

Young Adults · Ages 20–30

Start Now.
Build Forever.

The single biggest advantage you have is time. We help young adults turn early income into lasting wealth — with clear, jargon-free financial planning from day one.

The Case for Starting Early

Where People Power
Their Financial Future.

Compounding is the closest thing to a financial superpower. A dollar invested at 25 is worth nearly four times a dollar invested at 40 — by the time you retire.

📈

Investment Fundamentals

Understand stocks, ETFs, bonds, and unit trusts. Build a diversified first portfolio matched to your risk tolerance and timeline.

💰

CPF Optimisation

Make your CPF work harder. From Ordinary Account strategies to Special Account top-ups — we maximise every dollar the system gives you.

🛡️

Insurance Planning

The right cover at the lowest cost. Get protected early, before life gets complicated — health, income, and life coverage that grows with you.

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Property Planning

HDB or private — plan your first property purchase with full clarity on grants, timelines, mortgage options, and total cost of ownership.

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Goal-Based Planning

Whether it's a car, a wedding, or early retirement — we reverse-engineer your goals into a monthly savings and investment plan.

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Net Worth Tracking

Know exactly where you stand. We build your personal balance sheet and set clear milestones to hit by 25, 30, and beyond.

Saturday investment webinar in progress

How It Works

A Curriculum Built
for Your 20s.

Our Saturday webinars aren't theory — they're practical, real-world sessions covering exactly what you need to know at this stage of your financial life. Attend once, attend every week. Each session stands alone.

12:00pm

Market Update

Current events in markets, economy, and global finance — in plain language.

12:30pm

This Week's Topic

A deep-dive into one area: ETFs, insurance, CPF, property, or investing basics.

1:30pm

Live Q&A

Ask our wealth managers anything. No question is too basic or too complex.

2:00pm

Optional 1-on-1 Consultation

Book a free slot with an advisor immediately after each session.

Weekly Webinar
Free
every Saturday, 12pm–2pm
Avg. Portfolio Growth
12%
per annum for clients who started at 25
Minutes to Get Started
30
from first call to personalised plan
Cost to Attend
$0
all webinars and consultations are free
Castle Financial Group team

Your future starts with one Saturday.

Join hundreds of young adults who made their first financial move at our webinar. The session is free, live, and full of practical takeaways — no sales pitch, no obligation.

Working Adults (30–50) →