MoneyOwl

FREE $30 worth of WiseSaver units when you open a WiseSaver account today!

Whether you’re looking for a safe place to park your emergency funds or are seeking a budgeting tool to set aside a fixed amount each month, WiseSaver could be for you. In collaboration with MoneyOwl, we are rewarding NTUC Union Members who sign up with $30 worth of WiseSaver units*. 

COMPETITIVE YIELDS – 3.90%* P.A. Gross yield p.a. 5-day moving average as of 28 April 2023.

*This rate is the gross indicative yield of the underlying cash fund, which may fluctuate as market and economic conditions change. We will update this rate periodically as the yield changes.

Simply set up your MoneyOwl account and WiseSaver portfolio (cash) and fill in the contact form to qualify for the promotion.

This promotion is limited to the first 300 eligible clients and is valid from 6 February to 31 May 2023.

*Terms & Conditions:

• The promotion is valid from 6 February to 31 May 2023.
• To be eligible for this promotion, you will need to:

1. Be a new* MoneyOwl client; and

2. Set up a WiseSaver (cash) portfolio (you need not fund the portfolio)

3. Fill in the contact form on the webpage

• The promotion is limited to the first 300 eligible clients who have created a WiseSaver portfolio (cash).
• The promotion is not stackable with other WiseSaver promotions.
• You need to enter an amount in the “one-time” or “monthly” amount field to be able to create your WiseSaver portfolio. You may choose not to fund your portfolio.
• You will receive $30 worth of WiseSaver units credited into your WiseSaver portfolio (cash) by 31 May 2023. Automated emails will be sent to inform you of this action.
• The promotion is not valid for all SRS investments, Dimensional, WiseIncome and MoneyOwl CPF portfolios.
• MoneyOwl reserves the right to change these terms and conditions.
• For any enquiries, contact us here or email us at enquiries@moneyowl.com.sg

*A new MoneyOwl client is a client who has not purchased insurance, funded an investment account, or completed a will-writing service or Comprehensive Financial Planning service with MoneyOwl.

This advertisement has not been reviewed by the Monetary Authority of Singapore.

About MoneyOwl

MoneyOwl is an NTUC social enterprise. Its mission is to enable everyday Singaporeans to make wise financial decisions to live their best possible lives. Formed in 2018 and licensed by the Monetary Authority of Singapore, MoneyOwl provides comprehensive, competent, and conflict-free financial advice. It integrates national schemes like CPF into retirement plans together with commercial insurance, investment and will-writing solutions that are fit-for-purpose, low cost and without frills. As Singapore’s first Bionic Financial Adviser, MoneyOwl serves its clients through a combination of robo-advisory platforms and fully salaried advisers. MoneyOwl has been recognised with prominent accolades, such as the SBR Technology Excellence Awards 2020, the Social Impact Award at the Singapore Fintech Festival 2021, and the inaugural Centre of Excellence for the CFP® Certification - Star Award 2022 by the Financial Planning Association of Singapore.

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