Are you ready for the year-end shopping spree? A Financial Checklist!

With so many great promotions at the year-end a little retail therapy won’t hurt, right? Don’t make the mistake of overspending that you forget to pay yourself first. Here are 6 financial to-dos to keep your finances in check.
Optimising Your CPF with a Personal Touch (Pt. 1)

Find out why you should embrace the CPF system and how to personalise and optimise your CPF savings so that it can effectively perform its role for your retirement income.
12th November CIO Letter

Note: It was announced in November 2023 that MoneyOwl will be acquired by Temasek Trust to serve communities under a re-purposed model, and will move away from direct sale of financial products. The article is retained with original information relevant as at the date of the article only, and any mention of products or promotions is retained for […]
Retirement Sum Scheme payouts pays up to age 90 instead of age 95 now

Find out why CPF plays an important role in your retirement plan and why it is important to have an annuity plan as the foundation of your retirement income.
Does my child need insurance?

As much as we want to provide the best for our child and buying a life insurance policy is a long-term commitment, is best to ensure that you have done proper budgeting before committing to any plan.
11th October CIO Letter

Note: It was announced in November 2023 that MoneyOwl will be acquired by Temasek Trust to serve communities under a re-purposed model, and will move away from direct sale of financial products. The article is retained with original information relevant as at the date of the article only, and any mention of products or promotions is retained for […]
MoneyOwl: A Joint Venture of a Common Heartbeat

How MoneyOwl was possible because of two home-grown Singapore companies each with decades of corporate history and share the same heartbeat.
11th September CIO Letter

Note: It was announced in November 2023 that MoneyOwl will be acquired by Temasek Trust to serve communities under a re-purposed model, and will move away from direct sale of financial products. The article is retained with original information relevant as at the date of the article only, and any mention of products or promotions is retained for […]
Is Passive Investing a Bubble?

If the current state of investing dynamics constitutes a “bubble”, what does that mean for our financial plan?
Understanding Your Investment Returns

If you have started your investment journey and are wondering how investment returns should be calculated, here are some materials that will help you understand returns better.