MoneyOwl Pte Ltd – Financial Consultant and Fund Management Company

MoneyOwl Pte Ltd – Empowering Financial Futures in Singapore

MoneyOwl Pte Ltd is a trusted financial adviser and fund management company licensed by the Monetary Authority of Singapore. The company is dedicated to empowering individuals with holistic financial advice and transparent product guidance that helps pave the way for long-term financial stability.

Why Choose MoneyOwl ?

1. Unbiased, Holistic Advice: The company offers independent, conflict-free financial guidance. Its advisers focus on understanding each client’s unique situation to provide tailored advice that prioritizes long-term financial well-being.
2. Comprehensive Range of Services: MoneyOwl provides an array of services-from comprehensive financial planning and retirement income strategies to insurance referrals and digital will writing-ensuring that every aspect of personal finance is covered.
3. Innovative Digital Platform: With a user-friendly online interface, the company makes financial planning accessible anytime, anywhere. This digital-first approach simplifies processes and ensures transparency.
4. Commitment to Financial Literacy: The company is dedicated to enhancing financial literacy. Its extensive library of articles, videos, and public talks helps individuals learn practical money management skills and make informed decisions for their futures.

Services Offered

• Comprehensive Financial Planning: The company guides individuals through a detailed financial assessment, providing insights into cash flow, net worth, and retirement readiness while offering actionable recommendations.
• Retirement Income Solutions: MoneyOwl delivers tailored retirement planning services that complement government schemes like CPF LIFE. This includes strategies to secure a steady stream of income throughout retirement.
• Insurance Referral and Product Guidance: The company compares and evaluates various insurance products, such as term life and critical illness plans, ensuring that clients select options that provide both value and adequate protection.
• Digital Will Writing: A streamlined online service simplifies the process of drafting a will, helping clients secure their estate planning with minimal hassle.

Pricing and Payment Options

MoneyOwl operates on a fee-based model that guarantees objective advice without any direct selling. The pricing for comprehensive financial planning services is competitive and clearly outlined during consultation. Additionally, services such as digital will writing are offered at transparent, set fees, and flexible payment methods – such as PayNow and bank transfers – are available to enhance convenience.

MoneyOwl Singapore

Contact Information

MoneyOwl Pte Ltd (UEN. 201820691C)
40A Orchard Road, MacDonald House, #03-01,
Singapore 238838
Phone : +65 6329 9188
Email : [email protected]

For further inquiries or to explore the services offered, visit the company’s website at www.moneyowl.com.sg or contact the company by phone during business hours.