Financial planning via MoneyOwl: a compass for your retirement
Its 'lifestyle' financial planning approach starts from a client's current assets and shows what this means for his future.
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Genevieve Cua
ACOMPREHENSIVE personal financial plan is akin to a sturdy compass for your future financial health. But most people may not have a financial adviser.
MoneyOwl, a joint venture between NTUC Enterprise and financial planning firm Providend, has made that process pain-free, easy and accessible. The one-time charge for a plan is waived for a limited time period. So, now there is little excuse not to get a plan done. MoneyOwl itself is an NTUC social enterprise.
MoneyOwl offers four services - financial planning, insurance, investment and wills. It positions itself as a "bionic" financial adviser, defined as a "human augmented by technology" model.
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