Complete your FREE Comprehensive Financial Planning Online Report

Promo Code: NTUCMO

NTUC Union Members Exclusive

Receive a FREE Comprehensive Financial Planning Online Report (U.P $99)

Financial freedom doesn’t happen overnight – get a financial plan that considers every key area of your life with MoneyOwl, such as how to grow your savings, managing your insurance needs and planning for your retirement to help you achieve your life goals, no matter what happens along the way.

 Download your Comprehensive Financial Planning online report and receive a 30-minutes 1-on-1 Ask Me Anything session with our salaried Client Adviser when you use the promo code: NTUCMO

 

This promotion is exclusively for NTUC Union Members, from 1 June to 30 November 2023. 

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

How to qualify for this promotion

1

Sign up or Login to your MoneyOwl Account

2

Go through our Comprehensive Financial Planning Journey

3

 Key in the promo code “NTUCMO” on checkout page

4

Receive an email with the link for a FREE 30 minutes 1-on-1 Ask Me Anything Session

You will be prompted to key in your last 4 characters of NRIC/FIN (eg. XXXA) and Date of Birth for NTUC membership verification. 

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 savings, 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.

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 from products they sell, 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.

Terms & Conditions

  1. The promotion is valid from 1 June 2023 to 30 November 2023.
  2. Each NTUC Union Member can only claim the Promotion once for their account, promo code <NTUCMO> is non-transferrable. 
  3. You should have an active NTUC Union Membership before applying the promo code. 
  4. The promotion is not stackable with other promotions.
  5. After completion of the free Comprehensive Financial Planning online report, you are entitled to a 30-minutes 1-on-1 Ask Me Anything session with our Client Adviser.
  6. MoneyOwl reserves the right to amend these terms and conditions.
  7. For any enquiries, contact us here or email us at enquiries@dev.moneyowl.com.sg.

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.

Frequently Asked Questions

Learn More About Financial Planning

Explore our collection of guides and tips for money management.

17 Jan 2025
Financial Literacy
Spring cleaning your finances can make all the difference to your financial health. Here are Daphne from MoneyOwl's 8 tips to help you get started in 2025.
13 Dec 2024
Family
It can be a useful teaching tool for children to learn about money management. But parental guidance is key.

Essential tips to navigate major life stages

Investment Solutions for your goals

Insurance Solutions for your life stage

Breaking down life’s financial curiosities

First-of-its kind insurance plan rating & commentary

Breaking down life’s financial curiosities

First-of-its kind insurance plan rating & commentary

Comprehensive guidance and principles

Calculators

Understand your needs. Identify your coverage gaps

Discover what kind of investor are you and get portfolio recommendation
Estimate your eligible grants, loan amount, and maximum BTO price you can afford
Find your HDB Resale Grants and plan your finances with confidence

Others

Write your will online and leave a financial legacy for your loved ones

Take OwlPersonality Quiz to discover your money personality

Get guided to the right insurance with help from our referral partners

Latest financial tips and insights from MoneyOwl’s experts
Videos on financial planning, investments, and insurance needs

See MoneyOwl in the news with media highlights and press releases

Join our public talks and webinars to learn financial literacy from expert advisers
See MoneyOwl in the news with media highlights and press releases
Join our public talks and webinars to learn financial literacy from expert advisers
Discover our purpose, mission, and CEO’s message on financial security for every life stage
Our Board provides strategic guidance and uphold MoneyOwl’s mission
Get to know the team behind MoneyOwl, building better financial guidance for every life stage