Plan

Make holistic financial choices to ensure a lifetime of security.

Notice: Temasek Trust has signed an Expression of Interest to acquire MoneyOwl. For more information, please visit our microsite here.

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.

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. 

(This service has ended on 15th Dec 2023. Existing digital financial planning clients would still be able to edit their existing plans.) 

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.

5 Ways to Clear Debts Fast
Financial missteps and hasty choices can lead to a lifelong struggle with debt. Here are five common pitfalls of credit and strategies to sidestep them.
30 Jun 2023

Financial Literacy

Here's our take on Budget 2023 and its impact on Singaporeans, with insights about the CPF contribution changes for those in the workforce.
17 Feb 2023

Financial Literacy

Spring cleaning your finances can make all the difference to your financial health. Here are our top 8 tips to help you get started.
13 Jan 2023

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.

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Explore the answers to commonly-asked questions.

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