Financial Planning Made Easy

“When you fail to plan, you plan to fail.”

Start Planning

Financial Planning Made Easy

“When you fail to plan, you plan to fail.”

Start Planning

Financial freedom doesn’t happen by accident

It starts with a plan. Achieve your life goals, no matter what happens along the way, through Comprehensive Financial Planning.

Financial freedom doesn’t happen by accident.

It starts with a plan. Achieve your life goals, no matter what happens along the way, through Comprehensive Financial Planning.

Why plan with MoneyOwl

We don’t like to miss out on things in life. We take care of you in key areas that are important in financial planning.

Personalised, unbiased advice at an affordable fee

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A personalised plan specially tailored for you by our non-commissioned, salaried advisers.

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Find out whether your finances are in good shape, the gaps you have in your protection plan, and if you are on route to meeting your children’s education and retirement goals.

Comprehensive and Holistic Planning

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Get a detailed overview of all aspects of your financial plan, not just piecemeal advice around insurance or investment.

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A plan that is more than just investment towards goals or insurance against risks.

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We help you to improve your cash flow, protect your assets, grow your wealth and fund your children’s education.

Low cost instruments

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Should you wish to implement your customised plan, we’d recommend low-cost term insurance for maximum coverage and low-cost, diversified investment funds for high reliability.

After all, every dollar you save in fees is a dollar more for you.

CPF Life Payout projections

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Integration with national schemes and CPF: We will incorporate your CPF savings and projections into your financial plan.

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Access to proprietary MoneyOwl CPF Analyser for accurate estimate for your CPF Life payout and complete picture about your financial situation based on your desired retirement age.

Personalised, unbiased advice at an affordable fee

N

A personalised plan specially tailored for you by our non-commissioned, salaried advisers.

N

Find out whether your finances are in good shape, the gaps you have in your protection plan, and if you are on route to meeting your children’s education and retirement goals.

Comprehensive and Holistic Planning

N

Get a detailed overview of all aspects of your financial plan, not just piecemeal advice around insurance or investment.

N

A plan that is more than just investment towards goals or insurance against risks.

N

We help you to improve your cash flow, protect your assets, grow your wealth and fund your children’s education.

Low cost instruments

N

Should you wish to implement your customised plan, we’d recommend low-cost term insurance for maximum coverage and low-cost, diversified investment funds for high reliability.

After all, every dollar you save in fees is a dollar more for you.

CPF Life Payout projections

N

Integration with national schemes and CPF: We will incorporate your CPF savings and projections into your financial plan.

N
Access to proprietary MoneyOwl CPF Analyser for accurate estimate for your CPF Life payout and complete picture about your financial situation based on your desired retirement age.

What’s in it for you

Our Comprehensive Financial Planning service, currently at an introductory rate of $99 (valued at $535), helps you reach your life goals with ease and peace of mind. A two-hour consultation with one of our advisers and a 30-page detailed and actionable financial report will help set you on the path to a better financial future. Should you choose to implement the recommended action plan, our friendly advisers will be more than happy to help you with low-cost tools for the most optimal outcome for your needs.

What’s in it for you

Our Comprehensive Financial Planning service, currently at an introductory rate of $99 (valued at $535), helps you reach your life goals with ease and peace of mind. A two-hour consultation with one of our advisers and a 30-page detailed and actionable financial report will help set you on the path to a better financial future. Should you choose to implement the recommended action plan, our friendly advisers will be more than happy to help you with low-cost tools for the most optimal outcome for your needs.

An in-depth look at your financial health

A comprehensive financial plan

A two-hour consultation

Snapshot of your report

Download Sample Pages

Your actual report is a 30-page Full Report!

How It Works

It’s easy to kickstart the process with Singapore’s First Bionic Comprehensive Financial Planning Platform in just 3 simple steps!

Tell us about your current financial situation

Capturing your financial situation is fully secured and online. No more stressful moments. Do it at your own pace.

Receive your report

Everything you need to begin your financial journey, send directly to your inbox.

Address and implement your plan

Address your concerns and start taking action during a two-hour session with your salaried Client Adviser

Start Planning

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.

Enquire here!
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