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Comprehensive
Financial Planning
Insurance
Investment
Wills
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
Aloysius Foo
Very polite and timely emails by the advisor.
Anonymous CFP#2
Definitely will recommend MoneyOwl if we want to know where we are currently towards our goals as MoneyOwl makes sure that we set towards our goals.
Jin Yi Ming
Advisor was accommodating and approachable.
Alex Tan
Fair comparison, good & logical educational materials. Keep it up.
Koh Ruoshi
I am able to compare across insurance companies and their plans.
Wong Teck Foo
Good response. Good service.
Anonymous CFP#3
MoneyOwl has given me valuable insights into my financial situation and how I could take steps towards achieving my financial goals. I am much more confident of starting on my investment journey as well.
Ang Soon Lin Kryslyn
Service is very prompt and professional. My questions were answered clearly and my doubts were clarified effectively. I was offered a cheaper and better policy by Daniel which I appreciate. The quotations are affordable. Thanks!
Anonymous CFP#1
Truly comprehensive and suitable for all adults.
Ang Soon Lin Kryslyn
Service is very prompt and professional. My questions were answered clearly and my doubts were clarified effectively. I was offered a cheaper and better policy by Daniel which I appreciate. The quotations are affordable. Thanks!
Nur Filza Taib
I was given explanations about insurance in an easy to understand manner. The website was easy to navigate and that helped to view te policies available. Keep up the good work and all the best for the future.
Anonymous CFP#1
Truly comprehensive and suitable for all adults.
Wendy Chew
The advisor is clear and helpful. He understands the product well and assists me on my financial plan.
Lana Le
1. Very prompt responses to my requests and queries. 2. Good pool of information for clients’ comparison of available options.
Tan Wang Chay
Prompt response to queries, clear and precise explanations. Eddy’s the reason I bought – He’s an excellent advisor and he recommended suitable plans. Strive on.
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