No prior experience is needed. The first course, Surveying Household Finances, is designed for people who are approaching their finances methodically for the first time or reviewing them after a long gap. Later courses build on that foundation.
Yes, all course materials and sessions are conducted in English. Written workbooks and reference documents are provided in English.
Sessions are held at our premises at 111 Somerset Road, #13-06, Singapore 238164. Certain cohorts may include a hybrid session option — this is confirmed at the time of enrolment.
We keep cohorts small — typically eight to fourteen participants — so that there is room for substantive discussion and individual questions during each session.
The second and third courses are designed to follow the first, though participants with a solid grounding in household finance basics may be admitted directly to the later courses after a brief conversation with us.
Course fees are settled in full before the first session. We accept bank transfer and PayNow. An invoice is provided upon confirmation of your place.
No. Merlion Wealth provides financial education — we are not a licensed financial adviser and do not provide personalised recommendations. If you require advice specific to your circumstances, we recommend consulting a licensed professional.
