Our Programmes
Three ways to spend time on your financial picture
A short introduction, a seven-week course, or a private series of conversations. Each programme is different in scope, but identical in its approach: calm, considered, and with no product on the table.
Back to HomeHow we teach
Every Jelita programme begins from the same position: that the person in the room is a capable adult who has been living a full life and simply has not had the time or the occasion to sit down with the detail of their own financial picture.
We do not talk down. We do not use fear as a motivator. We do not suggest that the situation is urgent or that a decision must be made by the end of the session. We lay out how things work, what the choices are, and what the numbers mean.
The content is specific to Singapore. CPF's three accounts and their rules. The SRS and its uses. The Singapore Savings Bond. MediShield Life. The lease decay on HDB flats. These are the instruments and decisions that most Singapore residents in their forties and fifties are actually managing.
All three programmes share the same commitment to plain language, small groups, and printed materials that can be read again at the kitchen table on a Sunday morning.
Three Evenings
Verandah Discussions on Household Finance
SGD 200 · Groups of fifteen · Weekday evenings
A three-session introduction held on weekday evenings, designed for adults in their forties and fifties who would like to spend three calm evenings thinking carefully about their household financial picture. Evening one looks at the household balance sheet and cash flow. Evening two considers CPF, protection, and the longer arc of working life. Evening three opens the question of investments and the longer view. Each session lasts two hours, with light refreshments and a printed booklet to take home. The group is small at fifteen.
- Household balance sheet and cash flow — a clear picture of where things stand
- CPF contributions, accounts, and the question of what comes after work
- Protection — MediShield Life, life cover, and the gaps that tend to appear
- An introduction to the investment landscape for Singapore residents
- Printed booklet for each session; light refreshments included
Best for:
Adults who are thinking about their financial situation for the first time in a structured way, or who want a clear overview before deciding whether to go further.
Seven Weeks
The Verandah Investment Course
SGD 390 · Groups of fifteen · Weekday evenings
A seven-week course for those who would like to learn enough about investing to manage a portion of their household savings in calm collaboration with their bank or broker. The course covers the categories of investments available to Singapore residents, the careful matter of fees and costs over a thirty-year horizon, the place of low-cost index funds and exchange-traded funds, the role of cash and Singapore Savings Bonds as a quiet floor, the question of dividend-paying instruments in a household income strategy, and the calm matter of remaining steady through market weather. The course is educational. Cohorts are small at fifteen.
- Investment categories for Singapore residents — a clear landscape
- The arithmetic of fees over thirty years — what the numbers actually mean
- Index funds and ETFs — what they are and where they fit
- Singapore Savings Bonds and cash — the case for a quiet floor
- Dividend instruments and staying steady through difficult years
Best for:
Adults who want to understand investing well enough to have a more equal conversation with their bank, IFA, or broker — and to feel confident reading a fund factsheet or CPF Investment Scheme statement.
Six Sessions · Private
The Open Verandah Track
SGD 770 · One household · Across three months
A six-session bespoke programme for households who would like a careful, private series of conversations about their financial picture, conducted across roughly three months. The track is shaped by the household; typical conversations include the careful planning of retirement that is now within view, the integration of a portfolio or a small business interest into the household picture, the question of how to support an ageing parent while supporting adult children, and the writing of a will and lasting power of attorney with calm consideration. Each session is held on the verandah of a small private seminar villa and is followed by a short written summary.
- Retirement planning at the horizon — a careful and specific conversation
- Portfolio and small business integration into the household picture
- Multigenerational planning — ageing parents and adult children together
- Will drafting and lasting power of attorney — the questions to ask and answer
- Written summary after each session; full professional discretion
Best for:
Households with a specific and somewhat complex financial situation — those approaching retirement, managing a portfolio alongside a business interest, or navigating the care of an ageing parent alongside other financial commitments.
Choosing the right programme
A plain account of what each programme covers and who it is most suited to.
| Feature | Household Finance | Investment Course | Open Verandah |
|---|---|---|---|
| Format | Group (max 15) | Group (max 15) | Private (1 household) |
| Duration | 3 evenings | 7 weeks | 6 sessions / 3 months |
| Price (SGD) | 200 | 390 | 770 |
| Covers investing | Introduction only | In depth | Your situation |
| Printed booklets | Written summaries | ||
| Bespoke to your household | — | — | |
| Will & LPA guidance | — | — |
Clear fees with nothing hidden
Three-Session Introduction
Household Finance
SGD 200
- 3 weekday evening sessions
- Printed booklets included
- Light refreshments each evening
- Maximum 15 participants
Seven-Week Course
Investment Course
SGD 390
- 7 weekday evening sessions
- Printed booklet series included
- Light refreshments each session
- Maximum 15 participants
Six-Session Bespoke
Open Verandah Track
SGD 770
- 6 private sessions over ~3 months
- Written summary after each session
- Shaped around your household
- Full professional discretion
Standards that apply to every programme
No commission
We receive no payment from any financial institution for any referral or recommendation.
Full confidentiality
Participant information and session content are held in strict confidence and never shared.
Current content
Booklets and materials are reviewed and updated when Singapore's CPF, SRS, or MediShield rules change.
Small groups always
Group size is held at fifteen. This is a quality commitment, not a capacity limit.
Not sure which programme fits?
Write to us with a few words about your situation. We will suggest the programme that makes most sense, or tell you if none of them currently do.
Write to Us