淡马锡基金旗下MoneyOwl 推全新财务规划服务模式

MoneyOwl on 8world
13 February 2025

MoneyOwl, a financial advisory company under Temasek Trust, has launched a new financial planning service model, shifting from direct sales of commercial products to providing financial consulting and advice to assist people in financial planning. The company said in a statement that the new online resources cover financial planning at all stages of life, including planning for a new baby to preparing for retirement.

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Daphne Lye, Senior Solutions Lead of MoneyOwl, pointed out that the Central Provident Fund (CPF) is the cornerstone of Singapore’s retirement planning. The CPF-related adjustments that will take effect next year can help Singaporeans increase their retirement savings.
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Daphne Lye, Financial Planning Lead at MoneyOwl, said that when evaluating existing insurance plans, one should consider whether adjustments are necessary based on the new environment and life goals. The important thing is to ensure that one and one’s family do not pay excessive premiums but receive adequate protection. She provides the following basic insurance guidelines:...
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Chuin Ting Weber, CEO and CIO of MoneyOwl, encouraged early retirement planning and CPF top-ups. The earlier you start retirement planning, the better. She suggested that the public start by understanding their existing CPF savings and setting a target monthly income for retirement. They should also set a certain amount to invest or top up their...
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