Your guide to pricing and fees for MoneyOwl services.
For financial and estate planning services.
Comprehensive Financial Planning
S$99 (U.P. S$540)*
*Introductory offer
Will Writing
FREE (U.P. S$162)*
*Introductory offer
For protection coverage and retirement insurance services.
1 We rebate 30% of the first-year basic commissions we receive from the insurer of your policy back to you, after deducting an admin charge S$27 (inclusive of GST). Please note this does not apply to certain plans. For more info, please see FAQs.
2 Premiums vary for different insurance plans, needs and preferences
For investment services offered through MoneyOwl.
Dimensional + WiseIncome
| Assets under Management1 | Advisory Fees2 | |
|---|---|---|
| Tiered By | Up to $100,000 | 0.6% p.a. |
| S$100,000.01 and above | 0.5% p.a. |
0% p.a. (Absorbed by MoneyOwl)3
Minimum investment amount (Dimensional)
S$50/month OR
S$100 one-off
Minimum investment amount (WiseIncome)
S$100/month OR
S$1,000 one-off
1 Applicable to both cash and SRS investments, based on total AUM across all Dimensional and WiseIncome portfolios only.
2 If you invest $20,000 in WiseIncome, and $30,000 in Dimensional, your total AUM would be $50,000, your advisory fees will be 0.6% p.a.. If you invest $50,000 in WiseIncome and $60,000 in your Dimensional, your total AUM would be $110,000, your advisory fees will be 0.5% p.a.. This excludes fund level fees of
3 MoneyOwl does not charge any platform fees for all our investment clients.
CPF Portfolios
| Assets under Management1 | Advisory Fees2 | |
|---|---|---|
| Tiered By | Any Amount | 0.4% p.a. |
0% p.a. (Absorbed by MoneyOwl)3
S$200/month OR
S$1,000 one-off
1 Applicable to CPF investments only.
2 This excludes fund level fee of approximately 0.4% to 0.42% p.a. payable to UOB Asset Management and Lion Global Investors.
3 MoneyOwl does not charge any platform fees for all our investment clients.
WiseSaver
0% p.a.
0% p.a.
This excludes a fund level fee of 0.15% p.a. which is factored into the price of the fund.
*Terms and conditions apply.
Achieve financial freedom with the right planning, insurance and investment tools.
Make holistic financial choices to ensure a lifetime of security.
Get the coverage you need to protect you and your loved ones.
Make the most of your savings with reliable long-term returns.
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