Safeguarding your Financial Wellness for Health

Prepare for health expenses with financial security and peace of mind.

Which stage are you in now?

Young and Healthy

Protect your current health and prepare finances for the future

Young with Health Concerns

Address health challenges while securing your financial well-being

Retired with Health Concerns

Manage healthcare needs & financial security in retirement

Young and Healthy Checklist

Explore the personalised checklist to help you navigate this chapter of your life with ease.

Do These Now

Take these essential steps to get started on your journey.

10 minutes

1. Understand Why You Need Insurance

Get insurance at low cost while you can
Even if you feel healthy and invincible, life can take unexpected turns. Here are three reasons to consider getting insurance before you think you need it:
  1. Insurability:

    Health can change over time, especially as one ages through the years. Getting insured early ensures full coverage without added costs or exclusions due to health conditions.

  2. Lower Premiums:
    Premiums are generally lower when you’re younger and healthier, locking in a more affordable rate for the long term. Note that this does not apply for all plans.

  3. Future Proofing:
    Early coverage provides a safety net, helping you stay prepared for life’s uncertainties and protecting your financial future.
Click on the button below to read more about personal finances for young people.

Get your insurance sorted out before health screening. But don’t delay getting health check-ups either especially if you feel unwell. In other words, sort out your insurance early

2. Understand the 5 Core Insurance Needs

Buy as much insurance as you need and pay as little as you can
The 5 Core Insurance Needs are, in priority for a working adult:
  1. Hospital & Surgical:
    Cover major medical expenses and hospital bills.

  2. Life Insurance (Death Coverage):
    Offers financial support to loved ones in the event of death, helping to cover existing liabilities.

  3. Critical Illness:
    Provides a lump sum income replacement, allowing you to take time off work and focus on recovery from a major illness without worrying about financial strain.

  4. Occupational Disability Income:
    Covers up to 75% of your monthly income if you’re unable to work due to an occupational disability.

  5. Long-Term Care:
    Covers care-taking costs in cases of severe disability or aging needs.
Click below to read more about our Insurance Philosophy.

3. Assess Your Insurance Needs

Find out how much you need

Sign up/Log in to our MoneyOwl App to calculate your insurance shortfall based on:

  • Current Family Status:
    Including number of dependents and years of support required.

  • Financial Situation:
    Factoring in your income, expenses, assets, and liabilities.

  • Existing Insurance Coverage:
    Utilize SGFindex to compile your list of insurance plans.
    https://www.sgfindex.gov.sg/
Doing this assessment helps ensure your coverage matches your specific needs and financial goals, highlighting any gaps in your insurance.

Take Additional Steps

Ready for more? Consider these additional steps for further peace of mind.

30 minutes

4. Buy Simple Insurance

It’s not scary and need not be expensive

We have curated a selection of insurance packages tailored to different life stages and ages, based on the different needs and affordability.

Check our Insurance page to find out the insurance package for your life stage.

Take action! Some products can be bought online, and for others, we can refer you to an adviser if you need one.

5. Find out about Health Screening subsidies

Apply for the right cards to do health screening for $5 or less

All Singapore citizens can apply for one of these – green CHAS card (including high income earners), blue CHAS card, orange CHAS card, Merdeka Generation, Pioneer Generation. These qualify you for health screening for cardiovascular disease, cervical cancer and colorectal cancer and others, for between $0 and $5.

Click below to read more about CHAS subsidies.

6. Do a Lasting Power of Attorney

Ensure your wishes are honoured in the event of mental incapacity

An LPA is a legal document, which allows a person who is at least 21 years of age, to voluntarily appoint one or more persons to make decisions and act on his/her behalf if he/she loses mental capacity one day.

The decisions range in 2 broad areas of personal welfare and/or property & affairs matters.

Click below to go to MSF website to read more about LPA and how you can make one yourself. 

7. Getting Your Will Done

For a peace of mind in event of your untimely demise

In event of your untimely demise, the distribution of your assets will be determined by Singapore’s intestacy laws. This means that your estate may not be distributed according to your wishes.

Writing a will ensures that your wishes are clearly stated and provides protection for your loved ones.

Craft your Will using MoneyOwl’s Digital Will-Writing service

8. Learn more about End-of-life arrangements and Estate Planning

It’s never too early to start understanding

It’s never too early to start planning and ensuring peace of mind for you and your loved ones.

Our eBook covers everything you need to know about end-of-life arrangements and estate planning, from protecting your assets to securing your family’s well-being.

Click below to download eBook.

Young with Health Concerns Checklist

Explore the personalised checklist to help you navigate this chapter of your life with ease.
Do These Now
Take these essential steps to get started on your journey.

10 minutes

1. Understand support for Chronic Conditions

Learn about the various schemes and subsidies you may be eligible for

In Singapore, all citizens are eligible to apply for the Community Health Assist Scheme (CHAS), which offers subsidized treatment for chronic conditions such as diabetes, high blood pressure, and high cholesterol. This includes the green CHAS card, designed to support higher-income Singaporeans with chronic health needs.

Learn more about managing chronic conditions through CHAS here.

Additionally, the Chronic Disease Management Programme allows patients to use their MediSave for up to $500 annually ($700 for complex cases) to offset outpatient chronic disease bills, reducing out-of-pocket expenses. A 15% co-payment applies to each claim.

Discover more about MediSave’s role in chronic disease management here.

2. Assess your Insurance Options

The insurance you can still get and what are the fallback options

For Hospitalisation & Surgical (H&S), MediShield Life has coverage for some pre-existing conditions.

Learn more about insurance applications for people with health conditions:

  • Read about the 5 insurance application outcomes here.

     

  • Read about getting insured with a pre-existing illness here.

     

In some cases, premium loading or exclusion will be imposed on your plans due to your pre-existing health conditions, but you can at least still get coverage for other conditions. In a nutshell, don’t give up on getting insurance coverage.

Click below to see what kind of insurance package suits your lifestage.

3. Do a Lasting Power of Attorney

Ensure your wishes are honoured in the event of a mental incapacity

An LPA is a legal document, which allows a person who is at least 21 years of age, to voluntarily appoint one or more persons to make decisions and act on his/her behalf if he/she loses mental capacity one day.

The decisions range in 2 broad areas of personal welfare and/or property & affairs matters.

Click below to go to MSF website to read more about LPA and how you can make one yourself.

Take Additional Steps

Ready for more? Consider these additional steps for further peace of mind.

30 minutes

4. Do an Advance Care Plan (ACP)

Who would you trust to make decisions for you if you couldn’t speak for yourself?

Advance Care Planning (ACP) ensures that if you’re ever unable to make decisions or speak for yourself, your chosen decision-makers have clear guidance to act in your best interests according to your wishes.

It helps you to discuss and document matters related to your healthcare. It is a broad plan that may include extent of treatment, pain control options, and what to do should your heart suddenly stop.

Click below to learn more about ACP at the Agency for Integrated Care (AIC)

ACP is particularly important for people who have a chronic illness, an early cognitive impairment, frail, or are approaching the end of life.

5. Getting Your Will Done

For a peace of mind in event of your untimely demise

In event of your untimely demise, the distribution of your assets will be determined by Singapore’s intestacy laws. This means that your estate may not be distributed according to your wishes.

Writing a will ensures that your wishes are clearly stated and provides protection for your loved ones.

Craft your Will using MoneyOwl’s Digital Will-Writing service

6. Understand End of Life and Estate Planning

Understand the full suite of actions you need to take and consider, for both financial and care arrangements
Estate planning organizes your assets for distribution after death, while end-of-life planning covers managing your affairs if you become incapacitated.
  • Why It’s Important:
    Without a plan, your estate may be distributed according to Singapore’s intestacy laws, which may not align with your wishes, especially for non-traditional relationships or special needs dependents.

  • Legal Tools to Simplify Matters:
    Having a Will and CPF nominations can prevent delays, reduce legal costs, and allow you to designate guardians for minor children.

  • Reducing Stress for Loved Ones:
    Planning in advance lessens the administrative burden and uncertainty for your family during a difficult time.
To learn more about managing your estate and end-of-life arrangements, have a read at our Ebook.

Retired with Health Concerns Checklist

Explore the personalised checklist to help you navigate this chapter of your life with ease.
Do These Now
Take these essential steps to get started on your journey.

10 minutes

1. Understand support for Chronic Conditions

Learn about the various schemes and subsidies you may be eligible for

In Singapore, all citizens are eligible to apply for the Community Health Assist Scheme (CHAS), which offers subsidized treatment for chronic conditions such as diabetes, high blood pressure, and high cholesterol. This includes the green CHAS card, designed to support higher-income Singaporeans with chronic health needs.

Learn more about managing chronic conditions through CHAS here.

Additionally, the Chronic Disease Management Programme allows patients to use their MediSave for up to $500 annually ($700 for complex cases) to offset outpatient chronic disease bills, reducing out-of-pocket expenses. A 15% co-payment applies to each claim.

Discover more about MediSave’s role in chronic disease management here.

2. Review your “3 Must-Haves” in Retirement

What’s needed for a secure retirement
The 3 must-haves when you start retirement are:
  • A home to live in – preferably one which is fully-paid off
  • Medical insurance and savings for healthcare expenses
  • Lifelong income for living expenses
Click below to read the article for more information.

3. Find out about Health Screening subsidies

Apply for the right cards to do health screening for $5 or less

All Singapore citizens can apply for one of these – green CHAS card (including high income earners), blue CHAS card, orange CHAS card, Merdeka Generation, Pioneer Generation. These qualify you for health screening for cardiovascular disease, cervical cancer and colorectal cancer and others, for between $0 and $5.

Click below to read more about CHAS subsidies

Take Additional Steps

Ready for more? Consider these additional steps for further peace of mind.

30 minutes

4. Review Your Insurance Needs

Are they fit for purpose for your life stage and can you still afford the premium?
Review your Integrated Shield Plan to ensure it continues to meet your needs without straining your budget.
  • Consider if the premium remains affordable, especially as you age, since premiums can increase significantly over time.

  • If it is becoming more expensive, explore options like adjusting your coverage level by downgrading to a lower tiered plan or changing its riders.
Click below to explore our insurance solution sets where we share affordable packages.

Recommended to seek advice from your financial adviser before you downgrade or surrender your plan.

5. Do an Advance Care Plan (ACP)

Who would you trust to make decisions for you if you couldn’t speak for yourself?

Advance Care Planning (ACP) ensures that if you’re ever unable to make decisions or speak for yourself, your chosen decision-makers have clear guidance to act in your best interests according to your wishes.

It helps you to discuss and document matters related to your healthcare. It is a broad plan that may include extent of treatment, pain control options, and what to do should your heart suddenly stop.

Click below to learn more about ACP at the Agency for Integrated Care (AIC)

ACP is particularly important for people who have a chronic illness, an early cognitive impairment, frail, or are approaching the end of life.

6. Do a Lasting Power of Attorney

Ensure your wishes are honoured in the event of a mental incapacity

An LPA is a legal document, which allows a person who is at least 21 years of age, to voluntarily appoint one or more persons to make decisions and act on his/her behalf if he/she loses mental capacity one day.

The decisions range in 2 broad areas of personal welfare and/or property & affairs matters.

Click below to go to MSF website to read more about LPA and how you can make one yourself.

7. Getting Your Will Done

For a peace of mind in event of your untimely demise

In event of your untimely demise, the distribution of your assets will be determined by Singapore’s intestacy laws. This means that your estate may not be distributed according to your wishes.

Writing a will ensures that your wishes are clearly stated and provides protection for your loved ones.

Craft your Will using MoneyOwl’s Digital Will-Writing service

8. Understand End of Life and Estate Planning

Understand the full suite of actions you need to take and consider, for both financial and care arrangements
Estate planning organizes your assets for distribution after death, while end-of-life planning covers managing your affairs if you become incapacitated.
  • Why It’s Important:
    Without a plan, your estate may be distributed according to Singapore’s intestacy laws, which may not align with your wishes, especially for non-traditional relationships or special needs dependents.

  • Legal Tools to Simplify Matters:
    Having a Will and CPF nominations can prevent delays, reduce legal costs, and allow you to designate guardians for minor children.

  • Reducing Stress for Loved Ones:
    Planning in advance lessens the administrative burden and uncertainty for your family during a difficult time.

To learn more about managing your estate and end-of-life arrangements, have a read at our Ebook.

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