Exclusive Promotions for Trust Customers

*T&Cs apply.

Exclusive for Trust Customers

Attractive promotions just for you!

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.

5% off public rates for Dimensional and WiseIncome using Trust promo code

Login to your Trust App to redeem the promo code.

*T&Cs apply.

Get 5% off public rates when you pay with Trust promo code for Dimensional and WiseIncome.
Valid till 31 December 2023

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.

Why Invest with us

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

Benefits of Investing in the Dimensional Fund

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.

Secure a Meaningful and Fulfilling Retirement With WiseIncome

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

Pricing

Assets under ManagementPublic RateTrust Customers
Up to S$100,000.000.6% p.a.5% off
S$100,000.01 and above0.5% 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.

Terms & Conditions

  1. The promotion is only open to Trust customers.
  2. Enjoy 5% off public advisory fee for Dimensional and WiseIncome portfolios when you pay with Trust promo code. Valid till 31 December 2023.
  3. Usage of promo code is valid from 14 November 2022 to 13 November 2023.
  4. Valid for both cash and SRS.
  5. Promotion on advisory fees is non-stackable, applying a new advisory fee promo code will overwrite your existing benefits.
  6. MoneyOwl reserves the right to revoke any benefits.
  7. MoneyOwl reserves the right to change these terms and conditions.
  8. For any enquiries, contact us here or email us at enquiries@moneyowl.com.sg.

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Financial Planning

Free Comprehensive Financial Planning Online Report using Trust promo code

Login to your Trust App to redeem the promo code.

*T&Cs apply.

Free Comprehensive Financial Planning Online Report

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.

Why Financial Planning?

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.

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.

Terms & Conditions

  1. The promotion is only open to Trust customers.
  2. The promotion is limited to the first 500 clients from 14 November 2022 to 13 November 2023.
  3. Promotion is for the Comprehensive Financial Planning report only.
  4. MoneyOwl reserves the right to change these terms and conditions.
  5. For any enquiries, contact us here or email us at enquiries@moneyowl.com.sg.

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