Retired/Planning for Retirement

Prepare for your golden years by making the right financial choices today.

Secure a Worry-Free and Comfortable Retirement

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.

Recommended Insurance Products for You

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.

Recommended Investment Products for You

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.

Comprehensive Financial Planning

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.

Promotions

Take advantage of current promotions.

From 1 August -
31 October 2022

MoneyOwl Promotions

For the first 80 qualified customers

Promotion ends on 30 September 2022

MoneyOwl Promotions

From 1 August -
31 October 2022

MoneyOwl Promotions

From 1 August -
30 September 2022

MoneyOwl Promotions

Secure your world of happiness

Insurance

Protect yourself and your loved ones against life’s eventualities

Insurance

Protect them as they PLAY

Insurance

Receive up to 6% premium cashback for Selected Singlife Life Insurance Plans

Insurance

Start saving in 2021 with attractive discounts!

Insurance

Discover Manulife extensive range of special discounts, offers, bonuses and rewards designed just for you!

Insurance

Invest and grow your savings with MoneyOwl! As an NTUC Union Member, starting from 1 May 2022, you get 5% OFF public advisory fee on Dimensional and WiseIncome portfolios.

NTUC Union Member

As an NTUC Union Member, enjoy promotional deals with MoneyOwl such as higher insurance commission rebates and lower fees for financial planning!

NTUC Union Member

Plan for your financial future now! As an NTUC Union Member, you only need to pay $24.75 (U.P $99) for MoneyOwl’s Comprehensive Financial Planning (CFP) service.

Promotion period is from 1 June 2021 to 31 December 2023.

NTUC Union Member

Specially designed for young adults (between 25 to 30 years old) who have just entered the workforce; are busy and are unsure of what insurance to buy.

Bundle Plans

Specially designed for new mums and dads who would like to get sufficient coverage for your precious little ones.

Bundle Plans

MoneyOwl’s Insights Into Financial Planning

Explore our guides and resources on effective money management that will prepare you to thrive in your golden years.

MoneyOwl_Blog_Young Millennial Comprehensive Financial Planning
When you’re young and have many goals competing for your attention, it can be hard to see the importance of financial planning – but this writer explains how he realised the value of having a sustainable plan in place. Have you heard of the term “impatience-za”? This is an affliction commonly seen in millennials –...
20 May 2022

Financial Literacy

MoneyOwl_Blog_Should Women Plan Differently
Do men and women require a different approach when it comes to financial planning? MoneyOwl's CEO and CIO weighs in.
6 May 2022

Financial Literacy

financial security and the tools you need
Each different stage of life requires a different set of needs to be financially stable and security We've broken down what you'll need at each different period.
14 Jan 2022

Financial Literacy