Portfolio

CHUIN TING WEBER

Chief Executive Officer / Chief Investment Officer, MoneyOwl

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The inability to have physical adviser-client appointmen­ts was a major challenge. We overcame this by switching to using videoconfe­rencing, including real-time document reviews. This was made possible seamlessly because we had already been working on integratin­g video conferenci­ng tools into our services prior to the pandemic for the convenienc­e of clients. This year’s OCBC Financial Wellness Index saw a 6% increase in Singaporea­ns listing retirement planning as a top priority. At the same time, the pandemic has widened wealth divisions globally; asset prices increased on the back of stimulus support while workers in some sectors suffered. As a social enterprise, our mission is to help the everyday Singaporea­n achieve greater financial security through simple, reliable and low-cost financial solutions. With the new hybrid climate, we can use a mixture of human advisers and technology to improve all-round accessibil­ity to financial advisory. We aim to broaden our partnershi­ps to make holistic financial planning more affordable and accessible for everyday Singaporea­ns.

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