My MoneyOwl Referral Code: 9BUS-34XJ (As much as $60 GrabFood Credit)


A few of you’ve requested over the months whether or not I’ve a referral code to join MoneyOwl’s portfolio or advisory providers.

Right here is my referral hyperlink: My MoneyOwl Referral Promo Code Hyperlink

If you happen to use my referral code to join their providers, it is possible for you to to get $60 price of GrabFood credit.

If you happen to join complete monetary planning, insurance coverage or funding portfolio individually, it is possible for you to to get S$20 GrabFood credit every. Or for those who join all, it is possible for you to to get S$60 in complete.

What’s MoneyOwl?

MoneyOwl is a fee-based monetary adviser and fund administration firm licensed by the MAS.

This entity is a three way partnership between NTUC Enterprise Co-operative Restricted and Providend Holding Non-public Restricted.

They show a one-stop service platform that gives all of the widgets so that you can create your personal monetary plan.

They carry various kinds of time period insurance coverage merchandise to guard your wealth and totally different low-cost, diversified funding portfolios so that you can accumulate in the direction of your monetary objectives and in addition present earnings to spend down throughout your retirement. You may also write easy wills via MoneyOwl’s on-line portal.

Most of your interplay with MoneyOwl might be on-line however the profit is that if it’s worthwhile to converse to a human adviser, it is possible for you to to make clear sure elements of the insurance coverage and funding merchandise they’re recommending.

MoneyOwl is right in case you have been spooked by insurance coverage and funding managers that push you merchandise that finally seems to be not appropriate or not very essentially sound for you. Their advisers are salaried-based and wouldn’t have that robust of an financial bias to promote you merchandise they’ll earn the very best commissions.

The Funding Efficiency of MoneyOwl’s Strategic Portfolios

If you’re to take a position passively in a really well-weighted, low-cost, diversified portfolio made up of essentially sound unit belief, MoneyOwl has 5 portfolios that match buyers with 5 totally different danger profiles.

Just a few months in the past, I in contrast the 8-month efficiency of some fashionable Robo-adviser portfolios. This consists of probably the most aggressive MoneyOwl portfolio. You may learn the submit right here.

Presently, the comparability is lower than 1 12 months and that is undoubtedly a improper timeframe to guage whether or not the portfolios are performing as they need to.

From this brief interval, MoneyOwl’s Fairness Portfolio has carried out extraordinarily effectively.

6-months after this submit, their portfolio has nonetheless maintained its rating.

MoneyOwl has an excellent proposition if you’re in search of a platform that has sufficient instruments to construction your monetary plan they usually may match what you might be in search of.

I invested in a diversified portfolio of exchange-traded funds (ETF) and shares listed within the US, Hong Kong and London.

My most well-liked dealer to commerce and custodize my investments is Interactive Brokers. Interactive Brokers permit you to commerce within the US, UK, Europe, Singapore, Hong Kong and plenty of different markets. Choices as effectively. There aren’t any minimal month-to-month prices, very low foreign exchange charges for foreign money alternate, very low commissions for varied markets.

To seek out out extra go to Interactive Brokers in the present day.

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I break down my sources in response to these subjects:

  1. Constructing Your Wealth Basis – If you realize and apply these easy monetary ideas, your long run wealth ought to be fairly effectively managed. Discover out what they’re
  2. Lively Investing – For lively inventory buyers. My deeper ideas from my inventory investing expertise
  3. Studying about REITs – My Free “Course” on REIT Investing for Newcomers and Seasoned Buyers
  4. Dividend Inventory Tracker – Observe all of the widespread 4-10% yielding dividend shares in SG
  5. Free Inventory Portfolio Monitoring Google Sheets that many love
  6. Retirement Planning, Monetary Independence and Spending down cash – My deep dive into how a lot it’s worthwhile to obtain these, and the other ways you may be financially free
  7. Providend – The place I presently work doing analysis. Price-Solely Advisory. No Commissions. Monetary Independence Advisers and Retirement Specialists. No cost for the primary assembly to know the way it works


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