Plan
Build confidence in managing day-to-day finances and planning for the future, including retirement.
* Currently, our digital Comprehensive Financial Planning service is paused for a refresh. Our Will-Writing service remains available.
MoneyOwl’s acquisition by Temasek Trust is now complete. Stay tuned—an exciting new website is coming your way soon!
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.
Our Planning Philosophy
Proper financial planning puts everything together to achieve and improve financial health.
Good financial health comprises financial adequacy, resilience and confidence. Attaining good financial health requires planning.
Not every financial solution requires buying a commercial investment or insurance product. Your personal financial habits and national schemes like the CPF are foundational to your financial plan.
Comprehensive Financial Planning & Retirement Planning
Comprehensive financial and retirement planning covers day-to-day money management, accumulation for future goals, protection against life risks, and estate planning.
There are three must-haves in retirement:
- A fully paid home
- Medical and disability care you can afford
- A stream of stable income to cover expenses.
Successful retirement planning involves how to use CPF LIFE, insurance, savings and investments in the best possible way. You may also want to plan for your children’s education.
Will Writing
Writing a will prevents disputes over your wishes and reduces the time and cost for your loved ones after you’re gone.
(Access our digital will-writing service post login.)
- Appoint your estate’s executor and trustee
- Appoint a guardian for your children
- Protect your beneficiaries
Create a Lasting Impact
Include Community Chest in your legacy planning, where 100% of your contributions goes towards supporting over 200 critical social service programmes, empowering more than 93,000 lives across 5 causes.
Life Stages
Get a comprehensive overview of the recommended financial tools available to you at key phases in your life.
Working With No Dependents
For working adults with no financial responsibility for children or other relatives.
Retired/Planning for Retirement
For pre-retirees or those looking to secure stable income in their golden years.
Learn More About Planning
Explore articles on financial planning across the different life stages.
Recommended Next Steps
Have more questions about planning? Browse our FAQs page or leave us an enquiry below.
Take Life’s Next Steps With Confidence
MoneyOwl provides you with structured and unbiased advice that will help you keep your life goals on track.
Explore the answers to commonly-asked questions.
Leave your enquiry with us and we’ll get back to you promptly.
