Plan for your financial future now! As an NTUC Union Member, you only need to pay $24.75 (U.P $99) for MoneyOwl’s Comprehensive Financial Planning (CFP) service.
Promotion period is from 1 June 2021 to 31 December 2023.
You will be prompted to key in your last 4 characters of NRIC/FIN (eg. XXXA) and Date of Birth if we do not have that information.
Not a NTUC Union Member yet? Sign up now at https://ntuc.co/mo.
A Comprehensive Financial Plan is a holistic and much better way to plan compared to buying piecemeal individual products, especially for ordinary families with limited resources, because every financial action (starting from expense control) affects all other aspects of a family’s finances.
A Comprehensive Financial Plan comprises a financial health check, covering saving, cashflow management and leverage; holistic insurance planning to protect against life risks like death (for those with dependents), medical crises and disability; saving and investing towards children’s education; and retirement. It starts with needs, rather than with products.
Assess your financial health
Understand your current financial health and what are your protection gaps
Account for national schemes
Access to proprietary MoneyOwl CPF Analyser for accurate estimate for your CPF Life payout and complete picture about your financial situation based on your desired retirement age.
Get Conflict-free Advice
MoneyOwl’s Client Advisers are fully-salaried and do not take commissions so you can trust the advice they give.
Actionable steps
Should you wish to implement your customised plan, we’d recommend low-cost term insurance for maximum coverage and low-cost, diversified investment funds for high reliability.
Terms & Conditions:
Have a question? View the Frequently Asked Questions (FAQ) for this promotion.
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