
Live Life Today, Not Tomorrow



Live Life Today, Not Tomorrow
“When you fail to plan, you plan to fail.”


This tool is currently available only for those aged 18 to 65 years old.
All The Things You Get For $99


Receive Your Comprehensive Financial Plan Report


Address Your Financial Concerns With Our Qualified Advisers
Have your financial planning related concerns addressed with a face-to-face (available via video conference too) consultation with Advisers who are on the internationally-recognised AWPCM/CFP® programme. Our Client Advisers are fully-salaried and do not take commissions so you can trust the advice they give.


Integrate with National Schemes


Implement Your Financial Plan




Gather required information




Receive your comprehensive financial plan report




Address and implement your financial plan


Read Our Latest Comprehensive Financial Planning Resources
Budget 2021: 3 key takeaways on how we can emerge stronger
Three key takeaways on how you can prepare yourself financially for a post-Covid world.
How to Manage Risk in Your Life
Risks are part of our daily lives. We risk waking up late for work, we risk contracting a virus when we’re out and about, we risk losing our jobs in a market downturn, we risk our marriage failing, we risk our children going astray, we risk losing our money in poor...
Financial Planning via MoneyOwl: A Compass For Your Retirement
Its ‘lifestyle’ financial planning approach starts from a client’s current assets and shows what this means for his future. By Genevieve Cua A comprehensive personal financial plan is akin to a sturdy compass for your future financial health. But most people may not...
Budget 2021: 3 key takeaways on how we can emerge stronger
Three key takeaways on how you can prepare yourself financially for a post-Covid world.
How to Manage Risk in Your Life
Risks are part of our daily lives. We risk waking up late for work, we risk contracting a virus when we’re out and about, we risk losing our jobs in a market downturn, we risk our marriage failing, we risk our children going astray, we risk losing our money in poor...
Top Questions People Ask Us
What is Comprehensive Financial Planning?
Who is eligible for MoneyOwl’s Comprehensive Financial Planning service?
The Comprehensive Financial Planning service is currently available for people between 18 to 65 years old.
For those age 66 and above, you may drop us an enquiry at enquiries@moneyowl.com.sg and our client adviser will get in touch with you on how to proceed.
Must I purchase any product with MoneyOwl after I go through the Comprehensive Financial Planning?
Typically, in a Comprehensive Financial Planning report, there will be a recommended action plan for you to meet your financial goals like retirement and children’s education funding or close any protection gap. It will be beneficial for you to discuss these recommendations and, if necessary, customise it further accordingly to your priority and budget.
Can I revise my inputs after I have submitted them? How many versions of the report can I generate?
Can I do joint planning with my spouse?







