*T&Cs apply.
Exclusive for Trust Customers
Lay the groundwork with MoneyOwl for financial independence using the right tools and resources.
Get 5% off public rates for Dimensional and WiseIncome
For Trust customers who invest in Dimensional and WiseIncome portfolios from 14 November 2022 to 13 November 2023.
Free Comprehensive Financial Planning Online Report
For Trust Customers who complete their Comprehensive Financial Planning report between 14 November 2022 to 13 November 2023
Terms and conditions apply.
Login to your Trust App to redeem the promo code.
*T&Cs apply.
If you have set aside an emergency fund and still have spare cash, it’s worthwhile putting that money to work. To keep pace with inflation and rising standards of living, the best way to make your money work harder is to invest.
This promotion is exclusive for Trust customers and is available from 14 November 2022 to 13 November 2023.
Login to your Trust App to redeem your promo code.
*Terms and conditions apply. Click here for the full terms and conditions.
Start investing from as low as $50 per month
With the power of compounding, you can grow your wealth over time.
Multi-asset portfolio with broad sources of returns for sustainable income
The fund allocation consists of global equities, S-REITs, Asian Bonds and government securities.
Low fund-level fees, no sales charges and hidden trailer commissions
We keep the costs low for you so that you can invest the extra dollars and build your wealth.
Investing Wisely Made Easy
Start investing in just 10 minutes
Dimensional investing puts your needs first, rather than chasing high performance portfolios and trends.
Better Long-Term Performance
DFA pursues drivers of higher expected returns that research has proven to be persistent, robust, pervasive and logical. Based on a foundation of market-based returns, DFA employs systematic tilts to the dimensions of value, small caps and profitability to deliver better performance over the long term.
Broad Market Exposure
DFA captures market-based returns as a starting point by holding a large diversified range of securities in their funds. Instead of trying to pick stocks, sectors or countries based on forecasts, DFA relies on the dimensions of higher expected returns to provide opportunities for outperformance.
Low Cost
While the total expense ratios for active funds can be as high as 1.67% p.a., our portfolios’ fund-level fees hover around 0.30% p.a.. DFA achieves this by minimising costs of operations and patient trading, leveraging on huge economies of scale.
With a sustainable stream of passive income, WiseIncome will supplement your CPF LIFE payouts to ensure financial comfort in your golden years.
Multi-asset portfolio with broad sources of returns for sustainable income
Flexible quarterly payout options with no lock-in period
Start investing with as little as $1000, with either cash or SRS
Low fund-level fees, no sales charge and hidden trailer commissions
| Assets under Management | Public Rate | Trust Customers |
|---|---|---|
| Up to S$100,000.00 | 0.6% p.a. | 5% off |
| S$100,000.01 and above | 0.5% p.a. | 5% off |
| Platform fees: 0% p.a. (Absorbed by MoneyOwl) | ||
| Minimum investment amount (Dimensional): S$50/month OR S$100 one-off | ||
| Minimum investment amount (WiseIncome): S$100/month OR S$1,000 one-off | ||
Click here to learn more about our pricing and fees.
Investments
CPF
Investments
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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 income, manage your insurance needs and plan for your retirement. This big-picture approach helps you take control of your financial situation and makes 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.
This promotion is limited to the first 500 qualifying clients and is available from 14 November 2022 to 13 November 2023.
Login to your Trust App to redeem your promo code.
*Terms and conditions apply. Click here for the full terms and conditions.
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.
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.
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.
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.
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.
Financial Literacy
Financial Literacy
Financial Literacy
