Receive a $5 Grab voucher* for embarking on your financial planning journey with us. Promo Code: MSM422
T&Cs apply.
MoneyOwl X MoneySmart Promotion
Complete your Comprehensive Financial Planning report for FREE with this complimentary promo code: MSM422.
Receive a $5 Grab voucher* for embarking on your financial planning journey with us.
This promotion is limited to the first 100 qualifying clients and is available from 31 October 2022 to 31 January 2023.
Comprehensive Financial Planning is the process of designing a financial plan that considers every key area of your life, such as how to grow your income, managing your insurance needs and planning for your retirement. This big-picture approach helps you take control of your financial situation and make your short- and long-term life goals achievable. No matter what your starting point is, Comprehensive Financial Planning helps reduce stress around your finances and enables you to enjoy a more meaningful life today.
Our bionic Comprehensive Financial Planning platform is the first of its kind in Singapore, designed to ensure that you don’t miss out on the important things in life.
Personalised, Unbiased Advice
Our client advisers are fully salaried and don’t earn on commission, so you can be assured that they have your best interests at heart. We’ll assess your current financial situation and create an actionable plan to keep you on the right track to meeting your goals.
Comprehensive and Holistic Planning
Look forward to a plan that offers more than just piecemeal advice around insurance and investment. We’ll help you improve your cash flow, protect your assets, grow your wealth and plan your legacy.
CPF Life Payout Projections
Our integration with national schemes guarantees a financial plan that incorporates your CPF savings and projections. Based on your desired retirement age, the MoneyOwl CPF Analyser will accurately predict your future financial situation.
Low-Cost Instruments
Every dollar you save in fees is a dollar more for you. That's why we recommend low-cost term insurance plans and globally diversified investment solutions that ensure you get the most out of your customised financial plan.
Whether it’s owning a home, raising a child or securing early retirement, a comprehensive financial plan will prepare you to navigate life’s up and downs.
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