CFP Promotion

NTUC members get 75% off Comprehensive Financial Planning service with MoneyOwl

NTUC members get 75% off Comprehensive Financial Planning service with MoneyOwl

Plan for your financial future now! As an NTUC 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 Dec 2023.

How to Apply?

1. Sign up for a MoneyOwl account or Log in if you already have an account

2. Go through our Comprehensive Financial Planning Journey

3. Key in the promo code “SLFXMO” on checkout page

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.

Terms and Conditions

  • Each NTUC member can only claim the promotion once for their account, promo code is non-transferrable.
  • Promotions are not stackable.
  • MoneyOwl reserves the right to revoke any benefits.
  • MoneyOwl reserves the right to amend these terms and conditions from time to time.
  • Plus! Members with free membership do not enjoy this promotion.

Have a question? View the Frequently Asked Questions (FAQ) for this promotion.

Why Financial Planning?

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.

We seek your patience as we update our product database for whole life, endowment and retirement income plans to reflect the latest illustrated rates of return. Enquire with us for more information on the latest premiums and projected returns.

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