Prepare for your golden years by making the right financial choices today.
Notice: 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.
Declining health, inability to sustain your current lifestyle and outliving your resources in retirement are real fears for many Singaporeans. Fortunately, you can mitigate these fears with the right financial tools that provide you with a reliable income stream and medical coverage throughout your golden years. With sound advice from MoneyOwl’s dedicated team of client advisers, you can have peace of mind about your retirement.
Shield yourself from life's unexpected challenges – here are the key insurance plans to ensure you're well-covered.
Long-Term Care
Secure funds to cover costs of nursing homes, care centres and other aid in the case of severe disability.
Hospitalisation
Reduce medical fees with coverage for surgery or hospitalisation.
Retirement Income
Build a reliable source of income for your retirement years.
Give your retirement savings a boost with wise investment solutions.
Dimensional
Invest in low-cost, globally diversified funds tailored to your goals and risk appetite.
WiseSaver
Park spare cash to generate consistent, low-risk returns with liquidity and flexibility.
WiseIncome
Invest into customised portfolios to enjoy steady long-term returns.
Take advantage of MoneyOwl’s holistic financial roadmap that will equip you to meet your financial goals and needs for years to come.
Customised & Unbiased
Our advisers will assess your financial situation to craft a personalised plan, designed to help you meet your life goals or desired retirement lifestyle. It will also help you figure out how to allocate resources and plan for your children's needs.
CPF LIFE Payout Projections
With our proprietary CPF Analyser, we are able to generate a financial plan that incorporates your CPF savings and predict your future income.
Affordable Instruments
We recommend low-cost and highly reliable financial tools to make the most of your customised financial plan.
Take advantage of current promotions.
Explore our guides and resources on effective money management that will prepare you to thrive in your golden years.
Financial Literacy
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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.
