The idea of a checkup is to unearth potential issue before they become a problem. That is why Heartland Boy takes advantage of his corporate benefit to go for annual health checkups. Unfortunately, not much attention has been devoted towards financial health checkups- something that Heartland Boy thinks merits equal importance. Afterall, having good financial health is fundamental to leading a secure and happy life. Taking a holistic financial assessment to ascertain one’s financial health is exactly what MoneyOwl, a social enterprise and joint venture by NTUC and Providend, has launched recently. Here is Heartland Boy’s review of MoneyOwl’s Comprehensive Financial Planning service.
A Comprehensive Financial Planning Platform
As a Comprehensive Financial Planning service, MoneyOwl is able to analyze its client’s cashflow, net worth, insurance coverage, projected CPF LIFE payouts, financial goals etc. No stone is left unturned as MoneyOwl has built in algorithms to integrate national schemes such...