MoneyOwl Pte Ltd (UEN. 201820691C) is an NTUC social enterprise. We are a financial adviser and fund management company licensed by the Monetary Authority of Singapore. Capital Markets Services Licence No: CMS100758. Inheriting our DNA to Do Good and Do Right, we hold ourselves to the highest standards to put your interests first. The key leaders of MoneyOwl have a wealth of experience in comprehensive financial planning and fund management so you can be assured of receiving the most competent advice.
High-tech + Human wisdom
Statistical models are static. Human relationships are dynamic. So, while robots can do precise calculations, only humans can understand your emotions and aspirations which must be considered in making money decisions. Have the best of both worlds. Leverage MoneyOwl’s advanced technology and receive advice from our dedicated Client Advisers. This is what we mean by Bionic – integrating technology with human wisdom to help you achieve your goals.
Non commissioned-based Advisers
Integration with National Schemes
National schemes like our CPF are often ignored when it comes to financial planning in Singapore. Despite CPF playing such a large role in retirement planning, there is insufficient understanding of the scheme and an absence of advice in this key area. Integrating our advice with national schemes, you can now consolidate all your financial information, craft a comprehensive financial plan and achieve a more secure retirement.