Specially curated for those (age 40 to 50) planning towards retirement.
You are now in your 40s and looking to plan for your retirement. Everyone is unique, let us help you find the right balance between having a stable income stream and a higher retirement income.
Using technology and human wisdom, MoneyOwl has carefully curated the MoneyOwl Retirewise Bundle – a retirement package that cleverly integrates insurance plans and low-cost investment solutions based on Nobel Prize winning research to effectively meet your retirement needs.
- Please note that T&Cs for insurance policies applies and the illustrated bundle above does not take into account your personal financial situation. Please speak to a MoneyOwl Client Adviser if you require customised financial advice. All our advisers are fully salaried and conflict-free. They will be able to competently customise the RetireWise Bundle to suit your needs.
- The projected Internal Rate of Return (IRR) for this example is 5.05% p.a. which comprises the returns from both insurance and investment as explained below. Payout amount may vary depending on investment performance. Past performance is not an indicator of future results.
- This commission rebate comes from the retirement income insurance component of the bundle. When you purchase a policy through MoneyOwl, we rebate up to 50% of the agent’s commissions we receive from the insurer of your policy back to you.
- The $500/month and $9,500 lump sum is estimated payouts from a retirement income insurance policy. Of these payouts, $390/month over 20 years is guaranteed and the rest is non-guaranteed. These values are based on illustrated insurance fund returns of 4.75% p.a. Please refer to the insurance policy benefit illustration for details.
- This is based on investing $100/month over 10 years in a portfolio with a projected net return of 6.5% p.a. and remaining invested for a further 25 years.
- This advertisement has not been reviewed by the Monetary Authority of Singapore.