Plan

Make holistic financial choices to ensure a lifetime of security.

Why Plan?

Financial empowerment doesn’t happen by accident – every stage of money management takes careful preparation and forethought.

Having a solid financial plan in place will help you create a stable foundation for achieving your life goals and making your aspirations a reality.

MoneyOwl offers a range of financial planning services to give you the right money management tools.

Comprehensive Financial Planning

Design a holistic plan that addresses key areas in your life, allowing you to take control of your financial situation and make your short- and long-term life goals achievable.

Will Writing

Plan your legacy and draw up a legally-binding will on our convenient and easy-to-use online platform.

Life Stages

Get a comprehensive overview of the recommended financial tools available to you at key phases in your life.

Studying

For students and young adults in the early phase of financial independence.

Working With No Dependents

For working adults with no financial responsibility for children or other relatives.

Supporting Your
Family

For those seeking financial security for their growing household.

Retired/Planning for Retirement

For pre-retirees or those looking to secure stable income in their golden years.

Learn More About Planning Your Finances

Explore articles on financial planning across the different life stages.

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13 Jan 2023

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Ready to make progress towards your life goals in 2023? We share five financial resolutions that you can make to help you get there!
30 Dec 2022

Financial Literacy

Credit Score
Credit score impact greatly in your financial planning. Some areas are buying a house, children's education or starting a business.
7 Dec 2022

Financial Literacy

Recommended Next Steps

Receive your personalised financial plan with MoneyOwl today. Have more questions about planning? Browse our FAQs page or leave us an enquiry below.

Take Life’s Next Steps With Confidence

MoneyOwl’s planning services provide you with structured and unbiased advice that will help you keep your life goals on track.

View FAQs

Explore the answers to commonly-asked questions.

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