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
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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MoneyOwl to wind down all commercial activities
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.
MoneyOwl to be acquired by Temasek Trust
MoneyOwl announced on November 28, 2023, that Temasek Trust has signed an Expression of Interest to acquire MoneyOwl and re-purpose it under a new model.
For more information, please visit our microsite here.
