Starter X MoneyOwl CFP Promotion
As an NTUC STARTER member, you can now access MoneyOwl’s comprehensive financial planning services for free. After you opt-in on the NTUC STARTER app, MoneyOwl will create a corporate account for each of you, which is an upgrade from the public account.
With this account, you will have lifetime access to your planning service and unlimited generation of your planning report, all at no cost to you.
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.
Kickstart your Comprehensive Financial Planning with MoneyOwl in 4 simple steps:
Opt in for your MoneyOwl account
Opt-in for your MoneyOwl account on the NTUC STARTER app if you have not done so. You will receive your activation email in 7 working days.
Activate your account
After you receive your activation email, activate your MoneyOwl account and fill in your financial information through our secure robo platform.
Receive your report
Everything you need to begin your new financial journey will be sent directly to your inbox. You can make unlimited changes and generate the online report as many times as you wish.
Implement your plan
Want to take action based on your tailored action plan? Clear up doubts and address your concerns in a consultation session with your dedicated, salaried Client Adviser.
This customised report offers a detailed breakdown of your current financial situation, the tools required to achieve your future goals and the steps needed to optimise your CPF payouts. To get a preview of what you can expect from your report, download a few sample pages through the link below.
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