Get Unbiased

Financial Advice

Promotion: Receive up to $40 shopping vouchers from now till 31 December 2021. Terms and conditions apply.

Promotion

75% off

CFP service

For all NTUC members, future-proof your finances with MoneyOwl’s Comprehensive Financial Planning (CFP) service for only $24.75 (U.P. $99).

Key in promo code “SLFXMO” on the checkout page.

Announcement

Launch of

New Fund

A fund that meets your needs at every stage of your life

Promotion

0% p.a.

Advisory Fee

For your first S$10K investments. Now available for your SRS investments!

Get Started:

Select one to start

Comprehensive
Financial Planning

Insurance

Investment

Wills

Get Unbiased

Financial Advice

Promotion: Receive up to $40 shopping vouchers from now till 31 December 2021. Terms and conditions apply. 

Promotion

75% off

CFP service

For all NTUC members, future-proof your finances with MoneyOwl’s Comprehensive Financial Planning (CFP) service for only $24.75 (U.P. $99).

Key in promo code “SLFXMO” on the checkout page.

Announcement

Launch of New Fund

A fund that meets your needs at every stage of your life

Promotion

0% p.a.

Advisory Fees

For your first S$10K investments. Now available for your SRS investments!

Get Started:

Select one to start

Plan Your Finances

Protect Your Income

Leave A Legacy

Investment

Build Passive Income

 

Comprehensive Financial Planning

Insurance

Investment

Wills

Professional and Holistic Fee-Based

Financial Advice You Can Trust

 

 

 

MoneyOwl is a bionic financial adviser that empowers fulfilling lives by helping people make wise money decisions. This is done by bridging the gap between technology and people to deliver reliable, competent, and conflict-free financial advisory services. In other words, the best of both worlds – fintech with a human touch.

We believe in putting you at the centre of everything we do. To us, being wise about money is about having a sensible and balanced outlook on life. In other words, life decisions before financial decisions. That’s why we take a holistic approach to your financial planning so you can retire well, without compromising on your quality of living today. We do this by optimising your cash and CPF to craft customised solutions based on your individual needs and goals.

 

Professional and Holistic Fee-Based Financial Advice You Can Trust

MoneyOwl is a bionic financial adviser that empowers fulfilling lives by helping people make wise money decisions. This is done by bridging the gap between technology and people to deliver reliable, competent, and conflict-free financial advisory services. In other words, the best of both worlds – fintech with a human touch.

We believe in putting you at the centre of everything we do. To us, being wise about money is about having a sensible and balanced outlook on life. In other words, life decisions before financial decisions. That’s why we take a holistic approach to your financial planning so you can retire well, without compromising on your quality of living today. We do this by optimising your cash and CPF  to craft customised solutions based on your individual needs and goals.

Why MoneyOwl?

Our social mission

As an NTUC social enterprise, it’s our mission to serve you and do right by you. Trust forms the basis and is at the heart of everything we do here at MoneyOwl.

This trickles down into our products and services, which are provided by our fully-certified client advisers who take no commissions.

Reliable and competent financial advice

We’re MAS-licenced while our client advisers are on the Associate Wealth Planners (AWPCM) and Certified Financial Planners (CFP®) programmes.

Our advisers have no incentive to sell you products you don’t need at prices you can’t afford since they don’t take commissions. On top of that, we don’t charge exorbitant advisory, platform or trailer fees.

This means honest, trustworthy and conflict-free advice that helps you get that much closer to your financial freedom.

 

Your go-to retirement partner in Singapore

Retirement planning isn’t just for the “old folks”. Time can be your friend and your foe. The earlier you start to save and invest, the lesser you’ll need to put aside to reach your goals. We can help you achieve your retirement goals through:

  • Protecting your income through low-cost insurance
  • Growing your wealth through our carefully curated investment portfolios
  • Integrating with CPF LIFE to build a passive income to meet your retirement aspirations
  • Optimising your CPF savings and projecting your retirement income from it
  • Planning for your estate through a legally valid will

With our integrated approach, you can rest assured that no stone is left unturned.

Why MoneyOwl?

Our social mission

As an NTUC social enterprise, it’s our mission to serve you and do right by you. Trust forms the basis and is at the heart of everything we do here at MoneyOwl.

This trickles down into our products and services, which are provided by our fully-certified client advisers who take no commissions.

Reliable and competent financial advice

We’re MAS-licensed while our client advisers are on the Associate Wealth Planners (AWPCM) and Certified Financial Planners (CFP®) programmes.

Our advisers have no incentive to sell you products you don’t need at prices you can’t afford since they don’t take commissions. On top of that, we don’t charge exorbitant advisory, platform or trailer fees.

This means honest, trustworthy and conflict-free advice that helps you get that much closer to your financial freedom.

 

Your go-to retirement partner in Singapore

Retirement planning isn’t just for the “old folks”. Time can be your friend and your foe. The earlier you start to save and invest, the lesser you’ll need to put aside to reach your goals. We can help you achieve your retirement goals through:

  • Protecting your income through low-cost insurance
  • Growing your wealth through our carefully curated investment portfolios
  • Integrating with CPF LIFE to build a passive income to meet your retirement aspirations
  • Optimising your CPF savings and projecting your retirement income from it
  • Planning for your estate through a legally valid will

With our integrated approach, you can rest assured that no stone is left unturned.

We have served thousands of people

Featured In

Featured In

We seek your patience as we update our product database for whole life, endowment and retirement income plans to reflect the latest illustrated rates of return. Enquire with us for more information on the latest premiums and projected returns.

X