Navigate Your Financial Journey with Clarity and Confidence
Thoughtful financial education designed for individuals at pivotal life stages. Build understanding, develop strategy, and move forward with informed purpose.
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+65 6892 4157
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Courses Designed for Your Stage of Life
Whether you're navigating career transitions, optimizing your investment approach, or developing comprehensive wealth strategies, we offer programs tailored to your needs.
Financial Literacy for Mid-Life Transitions
Navigate the financial dimensions of mid-life changes with practical frameworks for decision-making, understanding credit, evaluating insurance, and building appropriate emergency reserves.
- Practical frameworks for major financial decisions
- Understanding long-term implications of current choices
- Course workbook and two months email support
Strategic Investment Planning for Mature Investors
Develop investment strategies that balance growth with stability, exploring asset allocation, fixed-income approaches, dividend strategies, and portfolio risk management tailored to your timeline.
- Portfolio construction for evolving objectives
- Tax-efficient management strategies
- Six months of market commentary included
Integrated Wealth Planning Intensive
Develop a complete financial strategy encompassing retirement planning, sophisticated investment approaches, tax efficiency, risk protection, and thoughtful estate planning reflecting your values.
- Personalized comprehensive financial plan
- Six individual consultation appointments
- Professional planning software and nine months support
Why Choose Meridian Edge
Our approach combines depth of expertise with respect for where you are in your financial journey.
Experience-Based Learning
Courses designed around real situations faced by individuals in similar life stages, with case studies and practical applications.
Respectful Guidance
Education that empowers rather than pressures, providing information and frameworks to support your own informed decisions.
Comprehensive Resources
Workbooks, planning tools, and ongoing support materials that extend learning beyond classroom sessions.
Extended Support
Post-course access to resources, office hours, and ongoing guidance as you implement what you've learned.
Ready to Take the Next Step?
Whether you're just beginning to explore financial education or ready to develop a comprehensive strategy, we're here to support your journey.
Common Questions
Here are answers to questions we often receive about our courses and approach.
What background or knowledge do I need before enrolling?
Our courses are designed for individuals without formal financial training. The Financial Literacy course assumes no prior knowledge and provides foundational understanding. The Strategic Investment course assumes basic familiarity with financial concepts but not investment experience. The Integrated Wealth Planning course works with participants at various knowledge levels, as the curriculum adapts to individual situations.
How are the courses delivered?
All courses combine weekly group sessions with self-paced learning components. Sessions are offered both in-person at our Singapore location and via live video for those who prefer remote participation. Sessions are recorded for review, and course materials are accessible through our learning platform. The Integrated Wealth Planning course includes individual consultation appointments in addition to group sessions.
What time commitment do the courses require?
Weekly sessions are two hours each. Between sessions, expect to spend 2-4 hours on reading, exercises, and applying concepts to your own situation. The Integrated Wealth Planning course requires additional time for individual consultation preparation and plan development. All courses are designed to accommodate working professionals with limited evening or weekend time.
Will I receive personalized financial advice?
Our courses provide education and frameworks for making informed financial decisions rather than specific investment recommendations. We help you understand principles, evaluate options, and develop approaches suited to your circumstances. The Integrated Wealth Planning course includes personalized plan development with facilitator feedback, though this is educational guidance rather than regulated financial advice. We can refer you to qualified advisors for implementation of specific strategies if desired.
How do I know which course is appropriate for me?
Contact us to discuss your situation and objectives. We can help assess which program aligns with your current knowledge level and what you're hoping to accomplish. Many participants begin with Financial Literacy and progress to Strategic Investment Planning as their understanding develops. The Integrated Wealth Planning intensive is appropriate for those ready to develop comprehensive strategies across all financial domains.
What support is available after completing a course?
Each course includes specified post-completion support, ranging from two months to nine months depending on the program. This includes email support for questions as you implement what you've learned, access to updated resources and materials, and periodic webinars on current topics. Many participants also choose to progress to more advanced courses as their needs evolve.
Our Location
Visit us in the heart of Singapore's financial district
Get in Touch
We're here to answer your questions and help you find the right course for your needs.
Contact Information
Phone
+65 6892 4157Address
1 Raffles Place, #28-03
Singapore 048616
Office Hours
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
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