Articles

Build your financial literacy with tips and guides from MoneyOwl’s team of expert advisers.

What happens if you don't have a will
Not having a will can lead to a range of complications and uncertainties when it comes to the distribution of your assets and the well-being of your loved ones.
19 May 2023

Estate Planning

legacy planning
Planning for the future is essential, and legacy planning is a crucial component. While many people think of insurance as protection against unforeseen events, it can also be an essential tool for legacy planning. Let's take a closer look at how insurance can be a tool for legacy planning.
28 Apr 2023

Insurance

Wills estate planning
Tips and advice behind planning your estates. Protect your loved ones and ensure your wishes are honoured with a personalized estate plan and will. Find out more on wills estate planning in our article!
31 Mar 2023

Estate Planning

Here's a quick and easy visual guide on how investing your SRS can help you save taxes, multiply your retirement savings and beat inflation.
25 Nov 2022

Investments

Here’s how you can beat inflation and grow your retirement savings while enjoying tax relief with MoneyOwl. We address the five most commonly asked questions about the SRS!
21 Oct 2022

Investments

Elderly couple of tourists. Grandmother and grandfather with to travel
Looking to plan ahead for your retirement, finding a suitable retirement income plan may be a difficult process and could have left you overwhelmed with the multitude of options. So how do you know which retirement income plan is suitable for you?
4 Mar 2022

Retirement Planning

MoneyOwl_Blog_Budget 2022
Will the increase in the Basic Retirement Scheme affect your retirement plans? Read on to find out more. 
22 Feb 2022

Retirement Planning

MoneyOwl_Blog_Ask Me Anything_Feb 2022
Introducing a new blog series where you write in with your personal finance questions and our team of client advisers will be on-hand to assist you. 
4 Feb 2022

AMA

Family sitting on couch
In this sixth and final article in the Planning for Your Retirement series, we will be exploring estate planning.
1 Dec 2021

Estate Planning

SRS-Featured-Image-compressed
What is SRS? It's a voluntary scheme encouraging you to save for retirement. Enjoy tax reliefs now and use your SRS savings to generate a steady income stream or grow your retirement nest for your retirement.
5 Oct 2021

Retirement Planning