PLAN YOUR FUTURE
The Importance of Planning and
Managing Your Wealth
Wealth management helps provide you with the key direction towards what you want from your future. As you understand your financial goals better, managing your wealth becomes a vital part of the plan in helping you achieve these goals. Learn how to save and invest wisely, and let us help you plan the path to your financial dreams.
How To Plan for Your Wealth
The first step to managing your wealth is by setting goals.
  • What is the ideal number you would like to have when you retire?
  • If you have children, what are your goals for their education?
  • Do you have a protection plan for yourself and your family?
  • Are you investing your money wisely?
Build Your Wealth
To grow your wealth, you will need the right wealth-building mindset.
  • Start saving, even small amounts can make a big difference.
  • Start investing in funds such as unit trusts.
  • Sign up for protection plans that can protect you and your living expenses should the unforeseeable happen.
Managing Your Wealth
The most important element to your financial plan is your budget.
  • Monitor your expenses and income at least once a month.
  • Be flexible with your finances so you have a cushion to protect yourself for unplanned expenses.
  • Practice goal-oriented saving and include the amount into your expenses so you can give yourself the best chance of achieving your goal.
Preserving Your Wealth
It is always ideal to plan for wealth that could last until your next generations.
  • Make sure your plan is valid and up-to-date with details of your current assets.
  • Create wealth management plan for the assets and trusts you have for your heirs.
  • Encourage your family members on committing to growing your multi-generational wealth plan.
LET US HELP YOU
Try The RHB Goal Planner in Two
Easy Steps
1
Get a glimpse into your future
To begin planning ahead, fill in the blanks with your information and details of your spending. Enter the amount you have set aside and the amount you wish to accumulate in the future.
2
Calculate and download your report
You will instantly see how long it will take to realise your goals. We also include a complete report to help you analyse your present and future requirements.
Start Planning for Your Financial
Freedom Today
An estimate of 10 minutes is required for the assessment.
1
2
Current Age
What is your current age?
Next
RHB Goal Planner
Build a brighter future
with our goal-based
calculator.
Goal Plan:
Disclaimer:
*Based on insurer underwriting guidelines, the shown sum cover required is the max as compared to your annual income to avoid over assure.
*Note that shortfall includes current annual income
Personal Details
Age
26
Financing Details
Current annual income
RM123,456
Current annual income
RM123,456
Current annual income
RM123,456
Current annual income
RM123,456
Risk tolerance
2- Conservative
You can tolerate minimal level of risk and you prefer investments with limited negative price movement.
Suggested type of portfolio
Capital protected investment product.
Your target investments are looking to generate return slightly higher than fixed/term deposit rates.
Current annual income
RM123,456
Current annual income
RM123,456

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Disclaimer:
The RHB Goal Planner is for illustrative purposes only and not a projection of what an investment may be worth. The RHB Goal Planner does not analyze your financial position, investment objectives or individual needs in coming up with the results. You shall not solely rely on the goal planner to make any investment or financial decisions.
Please consult your own professional advisors about the suitability of any investment product/securities/instruments for your investment objectives, financial situation and particular needs.

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