Anonymous

27 Jul 2020

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I am a Fresh Graduate and interested in consulting a Financial Advisor/Planner. I did my research and found MoneyOwl's Comprehensive Planning. As it is 'FREE' for a limited time, should I go for it?

I have an Emergency Fund and ready to optimise my finances.

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Kaycee Tan

27 Jul 2020

Hopefully your insurance is also covered!

No harm going for it! But recommend not to commit anything in your 1st meeting. Usually we are paiseh to say no then we just sign whatever they recommend.

Take back what you have learnt and do your own research. If need, you can consult a few other advisor and see which is more suited to your needs and whether you feel comfortable with him/her.

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Sj Oh

27 Jul 2020

Go ahead! Moneyowl gives a nice update on what you have and an overview of what you need.

No obligations, even if you don’t buy any products from them , treat it as a learning opportunity!

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