NTUC Union Members Exclusive
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.
You will be prompted to key in your last 4 characters of NRIC/FIN (eg. XXXA) and Date of Birth for NTUC membership verification.
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.
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.
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.
Explore our collection of guides and tips for money management.
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
Understand your needs. Identify your coverage gaps
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
See MoneyOwl in the news with media highlights and press releases