Has anyone tried MoneyOwl comprehensive financial planning service? Is It useful?
What are the best financial planning services out there? Am looking at MoneyOwl, what are it's pros and cons?
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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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Dear Terrence,
Thank you for asking. Currently, MoneyOwl is the only financial advisory firm that provides a online comprehensive financial planning service. This is the 4th service that MoneyOwl offers. (The earlier being insurance advisory, will-writing and investments.) The comprehensive financial planning brings all these together and more: clients get a financial health check; an analysis of protection needs; children's education and retirement or financial independence goals and a detailed analysis of their CPF. A centrepiece of the comprehensive planning service is the MoneyOwl CPF analyser that projects client's CPF balances into future years considering inflows, outflows and multiple CPF rules and limits. The full fee is $500 but MoneyOwl is currently waiving this fee. So please do give it a try!
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There are many IFA out there include MoneyOwl. If your net worth is more than $1M, then I think it make sense to get fee based advisory. Otherwise, there are many resources out there that you can read and learn to start with.
If i not mistaken, they have preliminary assessment which is FOC that you can try out before decide to engage them.