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Anonymous
I understand that the portal is able to provide recommendations for diff insurances however will the agents have the knowledge on all the product to advise?
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This post is no longer accepting new comments because it has been merged with Hi! Has anyone heard of MoneyOwl? Any thoughts on their platform and financial planning services?
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Christopher Tan
01 Mar 2019
CEO at Providend Ltd
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Guo Hao Teo
28 Feb 2019
Self-Taught Enthusiast at Personal Finance
My brother has used diy insurance which has the same team as moneyowl, and the team is legitimate and service was really good.
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The agents are all licensed, trained in the products that they are to sell and knowledgeable about t...
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Dear anonymous, thank you for asking this. I am Chris, Executive Director of MoneyOwl as well as CEO of Providend. Guo Hao is right to say that the team at MoneyOwl is the same team as DIYInsurance in the past. We went into a JV with NTUC Enterprise to form MoneyOwl to provide more services beyond insurance planning. Over the next few months, we will be rolling out other services. Do keep a look out for them.
Eddy Cheong, who is the Chief Advisory Officer of MoneyOwl looking after the advisory team has almost 20 years of experience in financial advsiory. So you can be assured that the advice that leaves MoneyOwl is good. You can also read our customers' review here. https://www.moneyowl.com.sg/#/about-us/customer...
If there are any reasons why we are not meeting your needs, let us know and we will make sure that we put it right.
Thank you once again for your interest in MoneyOwl
Chris