We envision a future where finding the right professional is quick, seamless, and unbiased giving users peace of mind and help overcome information asymmetry.
Your contact information remains anonymous until you grant permission to share it with the professional, and personal data is safeguarded by advanced security protocols.
Our service is completely free and it only takes a few minutes to get started. Don’t worry - you have no obligation to work with any of your matches.
Ariya, our AI copilot, breaks down and compares advisor messages in simple terms. You can feel confident and supported, knowing you’re getting exactly what you need.
No preferred providers or products, ensuring users receive honest connections with vetted financial advisors and insurance agents who prioritise their unique needs and goals.
Get matched with qualified leads effortlessly while we handle the legwork. Connect with clients who value your expertise and join us at a time of increasing demand for a smarter approach to financial advisory services.
At MoneyFitt, we understand the critical importance of financial literacy in making informed decisions. Since 2021, we’ve been dedicated to educating Singaporeans and improving financial habits. We provide all users with targeted, unbiased, and informative resources to help you understand the value and fundamentals of financial planning, empowering you to take control of your financial future with confidence.
The insurance agents and financial advisors on this platform are not employed by MoneyFitt or affiliated with it in any way. All agents and advisors apply to be on the platform. They are either captive insurance agents (belonging to one insurance company), independent insurance agents, or financial advisors (including independent financial advisors).
MoneyFitt does not charge users to connect with agents/advisors. There is no limit on how many you can connect with, so we recommend contacting a few, comparing opinions, deciding if they can understand your personal needs, and then choosing your financial fighter!
No. MoneyFitt does not take any commission or a fee from actions taken through experts, ensuring a transparent and hassle-free experience.
We built this platform so Singaporeans can choose a new or additional advisor on their own terms.
We recognise that the financial adviser we use is often passed down from our parents or recommended by friends. But we are all unique, with our own money needs. Therefore, our current advisor may not be best suited for us.
Our mission is to deliver a transparent, reliable platform where users can confidently connect with trusted financial professionals, helping them save time and reduce uncertainty. We aim to remove the overwhelming number of options and misinformation in the market, ensuring you get personalised advice that fits your life and goals.
Because we are not providing financial or other professional recommendations or advice, MoneyFitt is not required to be regulated.
All agents and advisors listed on the platform are MAS-licensed professionals with an RNF Reference Number that can be checked in the MAS Register of Representatives to see if they are currently licensed and in good standing. Minimum requirements include age, "fit and proper" status, educational level, and passing licensing examinations. We also encourage user feedback to maintain high standards of service.
Currently, MoneyFitt does not allow users to leave reviews and ratings for agents and advisors on the site. However, we reach out to all users who successfully request an expert’s callback to seek their feedback. This helps us make informed decisions and ensures that only top-quality professionals remain on the platform.
Your data is absolutely secure. We are fully PDPA and GDPR compliant. And, of course, you can easily erase all your data should you wish to.
To fully unlock MoneyFitt’s expert matchmaking platform, simply begin the onboarding process and create an account. Once your profile is set up, you can browse and connect with professionals who match your needs.
You can delete your MoneyFitt account at any time by sending an email to feedback@moneyfitt.co from the email address associated with your account. We aim to process account deletion requests within 30 days. All personal data associated with your account will be permanently removed, except where legal obligations require us to retain certain information. Please note that if you change your mind after deletion, you will need to create a new account to access our services again. If you have further questions, feel free to reach out to us at the same email address.
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