Tag:
Comprehensive
It depends. Please refer to the respective FAQs for more information.
Insurance
There is no additional fee for insurance implementation. On the contrary, for every eligible insurance policy you purchase with MoneyOwl, we will rebate you, up to 50% of the first-year basic commission, except the following:
It helps to lower your cost of insurance.
Investment
We do not charge any upfront sales charge (typically 1% to 2% in the industry) for investing into MoneyOwl’s investment portfolio.
Refer to https://www.moneyowl.com.sg/pricing/ for more details.
Will-Writing
MoneyOwl’s will-writing service is valued at $162 (including GST) per user. For a limited period of time, we are offering it for free.
Comprehensive
1. Payment via PayNow (Scan QR code)
Pay by scanning or saving this QR Code to your bank’s PayNow option
2. Payment via PayNow (Apply transfer details below)
Pay by entering transfer details to your bank’s PayNow option
Unique Entity Number (UEN): 201820691C
Entity Name: MONEYOWL PRIVATE LIMITED
3. Payment via Bank Transfer
Pay by entering transfer details to your bank’s transfer option
Recipient’s Name: MoneyOwl Pte Ltd
Bank Name: DBS Bank Limited
Bank Account No.: 072-001715-3
Comprehensive
We believe in providing you with independent, conflict-free financial advice that is founded on sound financial planning philosophy coupled with fit-for-purpose solutions. These services require your Client Adviser to spend sufficient time to understand your financial situation, go through the report with you face to face and help you to prioritise between your goals, amongst others.
A fee-based model, whilst uncommon in Singapore, is not unique to the rest of the world. In the US and Australia, financial planning services are offered mostly on fee-based model as it has been proven to provide best value to its clients since financial advisers are remunerated based on their professionalism and quality of work done for you, and not by the products you procure from them. This assures you that your Client Adviser is always on the lookout for your best interest.
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MoneyOwl to wind down all commercial activities
MoneyOwl is winding down its financial advisory business and all commercial activities will cease by December 31, 2023.
For more information, please visit our microsite here.
MoneyOwl to be acquired by Temasek Trust
MoneyOwl announced on November 28, 2023, that Temasek Trust has signed an Expression of Interest to acquire MoneyOwl and re-purpose it under a new model.
For more information, please visit our microsite here.