Discover the financial tools that will help your growing family thrive over the years.
Notice: MoneyOwl is winding down its financial advisory business and all commercial activities will cease by December 31, 2023. For more information, please visit our microsite here.
What steps can you take to safeguard your family’s well-being and ensure a promising future? Whether it’s selecting the best insurance coverage for your household, planning for your kids’ education or preparing for retirement, MoneyOwl will guide you through the best financial options that meet your family’s unique needs.
As a parent or spouse, it’s vital to safeguard yourself, your partner and your children from risks. Here are the different types of insurance we recommend.
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Term Life
Coverage that ensures your beneficiaries will be taken care of in the event of your demise.
Critical Illness
Coverage in the event of early, intermediate or late-stage critical illness, including cancer and stroke.
Long-Term Care
Secure funds to cover costs of nursing homes, care centres and other aid in the case of severe disability.
Hospitalisation
Reduce medical fees with coverage for surgery or hospitalisation.
Disability Income
Get protection should you be unable to work in your current job due to accidents, injuries or illnesses.
Retirement Income
Build a reliable source of income for your retirement years.
Hospitalisation
Reduce medical fees with coverage for surgery or hospitalisation.
Critical Illness
Coverage in the event of early, intermediate or late-stage critical illness, including cancer and stroke.
Term Life
Coverage that ensures your beneficiaries will be taken care of in the event of your demise.
Fortify your family’s savings with wise investment choices that yield reliable returns.
Dimensional
Invest in low-cost, globally diversified funds tailored to your goals and risk appetite.
Invest With CPF
Use a portion of your Ordinary Account funds to generate extra income for your retirement.
Give your child or loved ones the gift of financial security by opening a joint investment account with them.
A joint investment account can be opened for any of MoneyOwl’s investment products (excluding SRS, CPF monies) with a minor (under 18 years old) or an adult.
Read our joint account FAQs here.
Take advantage of MoneyOwl’s holistic financial roadmap that will equip you to meet your financial goals and needs for years to come.
Customised & Unbiased
Our advisers will assess your financial situation to craft a personalised plan, designed to help you meet your life goals or desired retirement lifestyle. It will also help you figure out how to allocate resources and plan for your children's needs.
CPF LIFE Payout Projections
With our proprietary CPF Analyser, we are able to generate a financial plan that incorporates your CPF savings and predict your future income.
Affordable Instruments
We recommend low-cost and highly reliable financial tools to make the most of your customised financial plan.
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Explore our guides and resources on effective money management that will help you enjoy a fulfilling life.
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