Complete your Comprehensive Financial Planning report for FREE

Receive a $5 Grab voucher* for embarking on your financial planning journey with us. Promo Code: MSM422

T&Cs apply.

MoneyOwl X MoneySmart Promotion

Receive a free Comprehensive Financial Planning report

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.

*Terms and conditions apply. Click here for the full terms and conditions.

What is Comprehensive Financial Planning?

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.

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Navigate Your Financial Journey With Ease

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.

Take Life’s Next Steps With Confidence

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.

Terms & Conditions

  1. This promotion is valid from 31 October 2022 to 31 January 2023.
  2. Limited to the first 100 eligible clients who have completed the Comprehensive Financial Planning report using the promo code MSM422.
  3. This promotion is not stackable with other promotions.
  4. This promotion is only open to new MoneyOwl clients.
  5. Eligible clients will receive a $5 Grab voucher sent via email within one month from the end of the promotion period.
  6. Clients may choose to opt for a consultation session with our dedicated, salaried Client Adviser at $49.
  7. MoneyOwl reserves the right to change these terms and conditions.
  8. For any enquiries, contact us here or email us at enquiries@moneyowl.com.sg.