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Anonymous
Thoughts on MoneyOwl's free comprehensive financial planning?
Anyone had experience with this before? What are the pros and cons? Is it good?
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I've been waiting for my report for a week now. They also force you to make an appointment with their FA prior to releasing the report. The FA is not replying me as to when the report will be available. I expected a faster process. It's quite a hassle and not worth it.
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Colin Lim
30 Apr 2020
Financial Services Consultant at Colin Lim
All financial advisor give free comprehensive financial planning... Except those who charge fee..
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MoneyOwl
4.6
47 Reviews
MoneyOwl
Equities, Bonds
INSTRUMENTS
0.5% to 0.6%
ANNUAL MANAGEMENT FEE
$100
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web
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If you want free, without the consultations:
https://www.aaronleow.com/calculators
95% of all personal financial questions answered with one question:
What is your income?
I'm not a huge fan of comprehensive personal finance even though I am a practitioner, and qualified to do it. My mantra: Keep it simple, automate, and focus on your career.