MoneyOwl

Wishing you a joyous and Merry Christmas! May the magic of the season bring warmth to your home and create cherished memories with your loved ones. As we embrace the holiday spirit, let's also look forward to what the new year holds for all of us—filled with hope, opportunities, and new beginnings. Sending you festive cheer and holiday wishes from our hearts to yours!

As we bid farewell to MoneyOwl's investment services, CEO/CIO Chuin Ting Weber reflects on the resilience of human enterprise and the principles that guide successful investing. Change is constant, but some truths remain. Learn how to navigate through the best and worst of times in her final investment note. Remember, the journey may end, but the lessons are timeless. https://bit.ly/TG_Inv_oct23

What does MoneyOwl’s wind-down mean for you? • Your investments remain 𝘀𝗮𝗳𝗲. iFAST is the existing custodian of your MoneyOwl accounts today. • 𝗡𝗼 𝗱𝗶𝘀𝗿𝘂𝗽𝘁𝗶𝗼𝗻 𝗶𝘀 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱. Your MoneyOwl login remains valid till October 24, and from October 25, you will use iFAST’s platform to log in. (iFAST will write to you very soon.) • 𝗗𝗶𝗺𝗲𝗻𝘀𝗶𝗼𝗻𝗮𝗹, 𝗪𝗶𝘀𝗲𝗜𝗻𝗰𝗼𝗺𝗲 𝗮𝗻𝗱 𝗪𝗶𝘀𝗲𝗦𝗮𝘃𝗲𝗿, 𝗮𝗻𝗱/𝗼𝗿 𝗖𝗣𝗙 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 𝘄𝗶𝗹𝗹 𝗿𝗲𝗺𝗮𝗶𝗻 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 for new additional investments, top-ups, and withdrawals, in their current portfolio formats. • 𝗙𝘂𝘁𝘂𝗿𝗲 𝗗𝗶𝗺𝗲𝗻𝘀𝗶𝗼𝗻𝗮𝗹 𝗖𝗣𝗙-𝗢𝗔 𝗮𝗽𝗽𝗿𝗼𝘃𝗲𝗱 𝗳𝘂𝗻𝗱𝘀 will be available to transferred MoneyOwl investment clients only. (Last new investment accounts creation before 6:00pm on October 2.) • 𝗙𝗲𝗲𝘀 𝗿𝗲𝗺𝗮𝗶𝗻 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲, as iFAST has publicly committed. Refer to iFAST's notice: bit.ly/WelcomeMoneyOwl Your insurance policies are also not affected. Like MoneyOwl, 𝗶𝗙𝗔𝗦𝗧 𝘀𝗲𝗹𝗹𝘀 𝗺𝗮𝗶𝗻𝗹𝘆 𝘁𝗲𝗿𝗺 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲, 𝗮𝗻𝗱 𝗻𝗼 𝗜𝗟𝗣𝘀, and has a policy of providing 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗰𝗼𝗺𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗿𝗲𝗯𝗮𝘁𝗲𝘀. Visit our microsite for more details: bit.ly/47RlXZe

MoneyOwl announced today that it is winding down and will cease all commercial activities by December 31, 2023. Our fund management business and insurance advisory business will be transferred to iFAST Financial Pte Ltd. Read more in our press release: bit.ly/47LUOah No immediate action is required from our clients. Please be assured that all your investment holdings will continue to be safely held in your investment account with iFAST. Your portfolios and investment account numbers remain unchanged. iFAST will also maintain the same level of advisory fees as MoneyOwl’s existing public rates. The main change is that you will log in using iFAST’s platform from October 25, 2023 onwards for your transactions. We will reach out to all clients very soon to provide more information on the transition. In the meantime, if you have any queries, please call our client service hotline at +65 6329 9188 or email us at enquiries@moneyowl.com.sg. For more information, please refer to our website.

Choosing the right insurance plan can seem overwhelming, but we're here to help! Check out our latest comparison of the different term life plus critical illness plans. Your path to making an informed decision starts here with MoneyOwl. https://bit.ly/TG_Insurance_aug23

Are your financial goals feeling out of reach? Comprehensive Financial Planning is the key to making them a reality. With MoneyOwl, you'll get a holistic plan tailored to every aspect of your life. Enjoy a complimentary Comprehensive Financial Plan on us as part of our anniversary celebrations using promo code MOVSRY. Take the first step towards your dream future now. https://bit.ly/TG_CFP_aug23

Read on for an unbiased review of Investment Linked Policies (ILPs) which had attracted much interest and debate. https://bit.ly/TG_InvestmentLinkPolicies_july2023

Focus on predicting markets or on money systems? The behaviour of markets in the 2nd quarter of 2023 has, once again, confounded investors who like to read the tea leaves from macro developments. But investors who keep to good money systems will reap rewards into the long term without the stress of guesswork. Chuin Ting Weber, CEO and Chief Investment Officer at MoneyOwl, discusses these perspectives in the quarterly review article. https://bit.ly/TG_CEOCIOLetterQ2MarketReview

Trying to find the best insurance deal? Our professional, fully-salaried and unbiased client advisers have compiled a comparison of different insurance premiums at affordable rates just for you. So don’t scroll by and miss these best insurance premiums. Find out more now by clicking the link! https://bit.ly/TG_TermLifeInsuranceComparison_July23

Ready to break free from debt? Check out these 5 smart strategies to clear your debts fast and pave the way to financial freedom! Read more from our contributor, Credit Bureau! https://bit.ly/TG_5WaystoClearDebt_June23

Manage the rising cost of living with these practical money-saving strategies for your family. Check out our article to find out more! #financialplanning https://bit.ly/TG_TipsForParentsWithYoungChildren_June23

Seeking financial resilience? Shield yourself from the challenges of unexpected major expenses or sudden income loss with a robust emergency fund. Read more to find out how you can build up a robust emergency fund that can help you weather unexpected financial storms.  #inflation #emergencyfund https://bit.ly/TG_CreatingRobustEmergencyFund_June23

Discovering Financial Harmony: Five Essential Actions to Safeguard Your Family's Financial Security. Find out more in our article! https://bit.ly/TG_IsYourFamilyFinancialPlanSecure_June23

Unlock the secrets to successful family investing! Whether you have a higher risk appetite or prefer a more conservative approach, check out our tips and strategies that can help you navigate the investment landscape and secure your family's financial future. Read more in our article! #dimensional #familyplanning https://bit.ly/TG_InvestingForYoungParents_June23

Don't let fear hold you back from investing. Find out how you can make your money work harder for you so you can reach your goals for your family. Check out MoneyOwl’s Dimensional portfolios, a low cost and reliable way to invest your money today. https://bit.ly/TG_HowToHaveASuccessfulInvestingExperience_may23 #investing #financialfreedom

Estate planning is not one of those things that comes to mind often. However, it is important to understand what happens if you don’t have a will after you pass on so that you can make an informed decision today. Read more: https://bit.ly/TG_WhatHappensIfYouDontHaveAWill_May23

Motherhood is one of life’s most fulfilling joys and also one of the hardest jobs, with much required of your time, energy, and finances. This Mother's Day, give yourself (or your spouse) the gift of financial planning with this financial checklist for new moms. Read more: https://bit.ly/TG_FinancialChecklist_May23

Achieving career success while doing good. Meet Anton Tan, MoneyOwl’s Associate Lead of Advisory, who earned a spot among the top 10% of advisers worldwide as a member of the Million Dollar Round Table (MDRT) association, all while prioritising fit-for-purpose, cost-effective term insurance for his clients. Discover Anton's journey as a fully salaried financial adviser at MoneyOwl and how you can benefit from working with a professional like him. Read more: https://bit.ly/FB_MDRT_May23 #mdrt #financialfreedom

Learn how you can use insurance in your legacy planning and pave the way for a bright and secure future for your loved ones. Read more: https://bit.ly/TG_LegacyPlanning_Apr23 #legacyplanning #financialfreedom

Some may view CPF as 'can see, cannot touch'. But that's for our greater good, as the decades of consistent savings will compound with risk-free interest over time to form a strong foundation for our retirement. What we want to explore today is how you can supercharge your CPF savings and invest them for possibly an even better retirement! Dive into this article and uncover 5 tips and strategies to grow your CPF savings with confidence and a sense of security. It is important to note that the CPF Investment Scheme (CPFIS) may not be suitable for everyone, especially those whose circumstances do not allow for much risk-taking. Speak to one of our friendly Client Advisers to find out more! Read more: https://bit.ly/TG_CPFInvesting_Apr23 #CPFinvesting #investmenttips