MoneyOwl considers themselves as a bionic financial advisor that provides a wide array of financial services, such as:
- Financial Planning
- Will Writing
They have partnered with Dimensional Fund Advisors to offer different investment portfolios to cater to your different risk profiles.
The minimum amounts to invest in MoneyOwl’s Dimensional portfolios is $100 (lump sum) and $50 (monthly), which is really accessible! However, the fees may be slightly steeper compared to other advisors.
In terms of insurance, they have partnered with a few insurance providers, such as:
- Tokio Marine
This will help you to compare and see which plan is the most suitable for you.
Overall, MoneyOwl provides many different financial services that can help you achieve your financial goals faster.
MoneyOwl Referral (Up to $65 GrabFood credits)
If you are interested in signing up for a MoneyOwl account, you can use my referral link to sign up. This will allow you to earn up to $65 GrabFood credits.
Here’s what you need to do:
- Sign up for a MoneyOwl account with my referral link
- Apply for MoneyOwl’s services
- Receive your GrabFood credits (up to 4 weeks later)
Here are the services you’ll need to sign up for to earn your GrabFood credits:
|Insurance||An insurance plan purchased |
and issued by MoneyOwl
|Investment||An investment portfolio |
created and funded
|Financial plan is paid |
for and completed
|Will Writing||Will successfully |