Since launching its bionic advice service in 2018, MoneyOwl has slowly added the necessary financial offerings so that consumers have cost-effective and sound tools to manage and build their financial life today and tomorrow.
They started offering insurance protection products such as term, whole life, critical illness, and disability income, if you prefer to DIY and not deal with a human adviser. Then they added a simple digital will writing service if your estate wishes are simple. This was followed up with their five strategic investment portfolios to help you accumulate wealth for your various goals or to spend down during retirement.
Following up with that, they added a cash management portfolio that is solely made up of very short term fixed deposits.
What is missing from this line-up is a portfolio solution for your CPF monies, if you wish to invest your CPF.
Last week (11 April 2022), they launched their CPF portfolios to kind of complete the lineup....