In this video, I’ll share my review on MoneyOwl, how MoneyOwl can help you invest your SRS money, what portfolios they have and what their pricing is. Finally I’ll also talk about what I like and what I don’t like about MoneyOwl.

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0:00 - Intro

0:53 - What is SRS?
In Supplementary Retirement Scheme, you can contribute $15,300 to it every to get tax deductions. However, if you don’t invest the SRS money, you are not benefiting from it. Instead, you could use MoneyOwl to invest your SRS money.

1:20 - MoneyOwl’s background
MoneyOwl was founded in 2018, and is a joint venture between NTUC Enterprise and Providend. The CEO Chuin Ting has tons of experience in the finance sector and has alot of qualifications.

1:46 - MoneyOwl’s investing strategy
MoneyOwl is Singapore’s 1st bionic financial advisor. Besides the usual roboadvisor, MoneyOwl also has a dedicated client advisor assigned to you. He would be able to advise you on finance related questions, budgeting, insurance, CPF and so on. He doesn’t earn any commission by selling stuff to you, so there’s no hidden agenda or conflict of interest here.

MoneyOwl allows you to invest your cash and SRS money. It also believes that successful investing is not about maximizing returns. Instead it’s about allowing you achieve your financial goals as best as possible.

3:20 - MoneyOwl’s portfolios
MoneyOwl has 2 main products. Dimensional consists of Dimensional funds. By using 4 funds, MoneyOwl will mix and match to come out with 5 portfolios for different risk tolerance. The main goal of this product is to grow your money.

The next product is WiseIncome. It’s a multi-asset fund that invests in global equities, Asian bonds, Singapore reits and US/SG government bonds. The main purpose of WiseIncome is to give you passive income.

7:39 - MoneyOwl’s pricing

8:29 - MoneyOwl’s safety
MoneyOwl keeps our assets with iFast, so the company funds are not mixed with our funds. If anything happens to MoneyOwl, our funds are still safe. Your investments will be returned to you, or transferred to another agent of your choice.

8:56 - What I like
9:29 - What I don’t like

9:42 - Promotion details
SRS promotion: [ Ссылка ]
Signup promotion: [ Ссылка ]

*Some of the links and other products that appear on this video are from companies which Kelvin Learns Investing will earn an affiliate commission or referral bonus.*

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