Exclusive Promotions for SavvyMiners

*T&Cs apply.

Exclusive for SavvyMiners

Attractive promotions just for you!

Lay the groundwork with MoneyOwl for financial independence using the right tools and resources.

Free $10 worth of WiseSaver units and $20 Grab voucher

For new MoneyOwl clients who open a MoneyOwl WiseSaver account using referral code: SAVY-MNRS

Free Comprehensive Financial Planning Online Report

For new MoneyOwl clients who complete their Comprehensive Financial Planning report using promo code: SVYMNR

Terms and conditions apply.

Free $10 worth of WiseSaver units and $20 Grab voucher

For the first 100 new MoneyOwl clients who open a MoneyOwl WiseSaver account using referral code: SAVY-MNRS

*T&Cs apply.

Always keep up with the rising rates

Put your rainy day funds to work for as little as $10!

Current rate of WiseSaver: 4.01% p.a. (5-day Moving Average as of 27 January 2023)

This rate is the gross indicative yield of the underlying cash fund, which may fluctuate as market and economic conditions change. It does not indicate the return you get for holding your investments for a year. We will update this rate periodically as the yield changes.

Higher Returns Than Retail Deposits

No more worries about having to find the next best fixed deposit to move your savings to. This fund has a proven cash strategy that works to get you the best available rates.

Expect Low to No Risk

Your savings will be deposited mainly in Singapore Dollar bank deposits, as offered by local financial institutions with short-term investment grade ratings.

Liquidity With No Lock-in Period

Withdraw your savings at any time, with no minimum lock-in period. Your returns will be computed based on the price you redeemed your units at and returned to your bank account within 2 business days.

No Sales Charge, Advisory or Platform Fee

We keep costs low so that every dollar saved generates optimal returns for you. Fund-level fees are just 0.15%, payable to the underlying fund manager.

Professionally Managed Cash Solution by Fullerton Fund Management (Temasek-Owned)

Have peace of mind knowing that you’re saving in one of Singapore’s largest cash funds, used by notable companies and institutions for their cash management.

How to qualify for this promotion

Step 1: Sign up for your new MoneyOwl account using referral code SAVY-MNRS

Step 2: You need to enter an amount in the “one-time” or “monthly” amount field to create your WiseSaver portfolio. You may choose not to fund your portfolio.

(Please watch the video below on how to set up your accounts)

We will credit you with $10 worth of WiseSaver units as long as you set up your WiseSaver Portfolio (cash). You may choose not to fund the portfolio to enjoy this promotion. Click here for the full terms and conditions.

 

How To

Open your MoneyOwl account
Set up your WiseSaver portfolio

Terms & Conditions

  1. The promotion is valid from 9 January to 31 March 2023.
  2. Limited to first 100 eligible clients who have created a WiseSaver portfolio (cash).
  3. To be eligible for this promotion, you will need to:
    1. Be a new* MoneyOwl client;
    2. Sign up for a MoneyOwl account with the referral code SAVY-MNRS; (click on the referral code to apply); and
    3. Set up a WiseSaver (cash) portfolio (you need not fund the portfolio).
  4. The promotion is not stackable with other WiseSaver promotions.
  5. You need to enter an amount in the “one-time” or “monthly” amount field to be able to create your WiseSaver portfolio. You may choose not to fund your portfolio.
  6. You will receive $10 worth of WiseSaver units credited into your WiseSaver portfolio (cash) by 30 April 2023. Automated emails will be sent to inform you of this action.
  7. The promotion is not valid for all SRS investments, Dimensional, WiseIncome and MoneyOwl CPF portfolios.
  8. MoneyOwl reserves the right to change these terms and conditions.
  9. For any enquiries, contact us here or email us at enquiries@moneyowl.com.sg.

This advertisement has not been reviewed by the Monetary Authority of Singapore.

* A new MoneyOwl client is a client who has not purchased insurance, funded an investment account, or completed will-writing service or Comprehensive Financial Planning service with MoneyOwl.

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Free Comprehensive Financial Planning Online Report

For the first 100 clients who complete the Comprehensive Financial Planning Online report using promo code: SVYMNR

*T&Cs apply.

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.

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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.

How to qualify for this promotion

Step 1: Sign up for your new MoneyOwl account.

Step 2: Go through our Comprehensive Financial Planning journey.

Step 3: Key in the promo code SVYMNR on checkout page.

Click here for the full terms and conditions. 

 

Terms & Conditions

  1. The promotion is valid from 9 January to 31 March 2023.
  2. Limited to the first 100 eligible clients who have completed the Comprehensive Financial Planning online report using the promo code: SVYMNR.
  3. The promotion is not stackable with other promotions.
  4. The promotion is only open to new MoneyOwl clients.
  5. Clients may choose to opt for a consultation session with our dedicated, salaried Client Adviser at $49.
  6. MoneyOwl reserves the right to amend these terms and conditions.
  7. For any enquiries, contact us here or email us at enquiries@moneyowl.com.sg.

 

This advertisement has not been reviewed by the Monetary Authority of Singapore.

* A new MoneyOwl client is a client who has not purchased insurance, funded an investment account, or completed will-writing service or Comprehensive Financial Planning service with MoneyOwl.

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