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.


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

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

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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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