Your chance to finally engage a fee-only advisor for a customized financial health check without having to pay thousands for advice. Thanks to MoneyOwl, who has finally launched their Comprehensive Financial Planning tool (the one we've been waiting for since 2018). Is it any good? We review it to find out.
We previously tested MoneyOwl's (free) insurance analysis tool, will-writing services and investment offering, which were all fantastic in their own right. The last piece of the puzzle was for them to launch their Comprehensive Financial Planning (CFP) tool, which is the only one integrating national schemes like CPF to provide you with a holistic picture of your wealth and financial assets.
MoneyOwl recently invited me to review and share feedback to help improve the tool further. Here's how my experience was like.


Trying out MoneyOwl's Comprehensive Financial Planning Tool
I had to first go through the online tool, which covered many sections of my...