Exclusive Promotions for Keep Calm and Beat Inflation Seminar

*T&Cs apply.

Keep Calm and Beat Inflation

Attractive promotions just for you!

For a limited time till 9 December 2022, enjoy these deals when you sign up and attend MoneyOwl’s “Keep Calm and Beat Inflation Seminar” to gain empowering insights on ways to ride the inflation and volatility wave.

Free Apple AirPods (3rd generation) worth $269

For the first 100 clients who invest $50,000 fresh funds in any MoneyOwl investment (cash) portfolio

Free $50 worth of WiseSaver units and $20 Grab voucher

For the first 300 new MoneyOwl clients who open a MoneyOwl WiseSaver account using referral code: SAVE-50WS

Terms and conditions apply.

Free Apple AirPods (3rd generation) worth $269

For the first 100 clients who invest $50,000 fresh funds in any MoneyOwl investment (cash) portfolio by 9 December 2022.

*T&Cs apply.

Benefits of Investing in the Dimensional Fund

Dimensional investing puts your needs first, rather than chasing high performance portfolios and trends.

Better Long-Term Performance

DFA pursues drivers of higher expected returns that research has proven to be persistent, robust, pervasive and logical. Based on a foundation of market-based returns, DFA employs systematic tilts to the dimensions of value, small caps and profitability to deliver better performance over the long term.

Broad Market Exposure

DFA captures market-based returns as a starting point by holding a large diversified range of securities in their funds. Instead of trying to pick stocks, sectors or countries based on forecasts, DFA relies on the dimensions of higher expected returns to provide opportunities for outperformance.

Low Cost

While the total expense ratios for active funds can be as high as 1.67% p.a., our portfolios’ fund-level fees hover around 0.30% p.a.. DFA achieves this by minimising costs of operations and patient trading, leveraging on huge economies of scale.

How to qualify for this promotion

Step 1: Register and attend our “Keep Calm and Beat Inflation Seminar”.

Step 2: Invest a total of $50,000 cash in any of our Dimensional, WiseIncome and WiseSaver portfolios. We will total all one-time buys across eligible portfolios to determine if you have qualified for the promotion. Find out more about our investment solutions here

Step 3: Stay invested until end of January 2023. You will receive the promotional gift by 31 March 2023, if you are eligible.

Click here for the full terms and conditions. 

Terms & Conditions

  1. This promotion is only valid till 9 December 2022.
  2. This promotion is limited to the first 100 eligible clients.
  3. To be eligible for this promotion, you will need to:
    1. Register and attend the investment seminar on 3 December 2022;
    2. Invest a total of $50,000 cash in any of our Dimensional, WiseIncome and WiseSaver portfolios; and
    3. Stay invested until 31 January 2023.
  4. We will total all one-time buys across eligible portfolios to determine if you have qualified for the promotion.
  5. Promotional gift will be issued by 31 March 2023. You will receive the redemption letter via your registered email with MoneyOwl.
  6. In the event that the promotional gift is unavailable, MoneyOwl reserves the right to replace the gift in the form of shopping vouchers of equivalent value.
  7. The gift is non-exchangeable for cash.
  8. MoneyOwl reserves the right to change these terms and conditions.
  9. For any enquiries, contact us here or email us at enquiries@moneyowl.com.sg.

Free $50 worth of WiseSaver units and $20 Grab voucher

For the first 300 new MoneyOwl clients who open a MoneyOwl WiseSaver account using referral code: SAVE-50WS by 9 December 2022.

*T&Cs apply.

Always keep up with the rising rates

Put your rainy day funds to work for as little as $10!

Current rate of WiseSaver: 3.97% p.a. (5-day Moving Average as of 2 December 2022)

This rate is the gross indicative yield of the underlying cash fund, which may fluctuate as market and economic conditions change. It does not indicate the return you get for holding your investments for a year. We will update this rate periodically as the yield changes.

Higher Returns Than Retail Deposits

No more worries about having to find the next best fixed deposit to move your savings to. This fund has a proven cash strategy that works to get you the best available rates.

Expect Low to No Risk

Your savings will be deposited mainly in Singapore Dollar bank deposits, as offered by local financial institutions with short-term investment grade ratings.

Liquidity With No Lock-in Period

Withdraw your savings at any time, with no minimum lock-in period. Your returns will be computed based on the price you redeemed your units at and returned to your bank account within 2 business days.

No Sales Charge, Advisory or Platform Fee

We keep costs low so that every dollar saved generates optimal returns for you. Fund-level fees are just 0.15%, payable to the underlying fund manager.

Professionally Managed Cash Solution by Fullerton Fund Management (Temasek-Owned)

Have peace of mind knowing that you’re saving in one of Singapore’s largest cash funds, used by notable companies and institutions for their cash management.

How to qualify for this promotion

Step 1: Register and attend our “Keep Calm and Beat Inflation Seminar” 

Step 2: Be a new MoneyOwl client who has not purchased insurance, funded an investment account, or completed will-writing service or Comprehensive Financial Planning service with MoneyOwl.

Step 3: Create MoneyOwl account with the referral code: SAVE-50WS. (Please watch the video below on how to set up your MoneyOwl account.)

Step 4: You need to enter an amount in the “one-time” or “monthly” amount field to create your WiseSaver portfolio. You may choose not to fund your portfolio. (Please watch the video below on how to set up your WiseSaver account.)

We will credit you with $50 worth of WiseSaver units as long as you set up your WiseSaver Portfolio (cash). You do not need to fund the portfolio to enjoy this promotion. Click here for the full terms and conditions.

How To

Open your MoneyOwl account
Set up your WiseSaver portfolio

Terms & Conditions

  1. This promotion is only valid till 9 December 2022.
  2. This promotion is limited to the first 300 new eligible clients.
  3. To be eligible for this promotion, you will need to:
    1. Register and attend “Keep Calm and Beat Inflation Seminar” on 3 December 2022
    2. Be a new* MoneyOwl client;
    3. Create a MoneyOwl account with the referral code: SAVE-50WS; (click on the referral code to apply)
    4. Set up a WiseSaver (cash) portfolio (you need not fund the portfolio); and
  4. This promotion is not stackable with other WiseSaver promotions.
  5. You need to enter an amount in the “one-time” or “monthly” amount field to be able to create your WiseSaver (cash) portfolio. You need not fund the portfolio.
  6. You will receive $50 worth of WiseSaver units credited into your WiseSaver portfolio (cash) and the $20 Grab voucher by 28 February 2023. Automated emails will be sent to inform you of this action.
  7. The promotion is not valid for all Dimensional, WiseIncome, WiseSaver (SRS) and MoneyOwl CPF portfolios.
  8. MoneyOwl reserves the right to change these terms and conditions.
  9. For any enquiries, contact us here or email us at enquiries@moneyowl.com.sg.
 
* A new MoneyOwl client is one who has not purchased insurance, funded an investment account, or completed will-writing service or Comprehensive Financial Planning service with MoneyOwl.