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 if you do not already have an account

Please use your First Name and Last Name that correspond with your NRIC/FIN when you sign up.

2. Submit application form below

Required details – First Name, Last Name, Email, Mobile, Last 4 characters of NRIC/FIN (eg. XXXA) and Date of Birth.

3. Receive and apply promo code

Our customer service team will get back to you via email by the next business day with your special promo code to start the Comprehensive Financial Planning journey.

Before you submit

  • Please note that form details MUST match the details of your MoneyOwl account​.
  • If your mobile is not updated with NTUC with the same one in MoneyOwl account, please update your mobile with NTUC first by logging in to NTUC’s e-services then select PDPA – Update Particulars using Uportal account or Singpass login

Apply for Comprehensive Financial Planning Promotion

Terms and Conditions

  • MoneyOwl account must be created first using your First Name and Last Name that corresponds with your NRIC/FIN
  • Last 4 characters of NRIC (in format XXXA) and date of birth must be submitted through the e-form above.
  • 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.

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.