RHB Goal Planner | RHB Malaysia

PLAN YOUR FUTURE

The Importance of Planning and Managing Your Wealth

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?

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

Try The RHB Goal Planner in Two
Easy Steps

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.

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

Start Planning for Your Financial
Freedom Today

An estimate of 10 minutes is required for the assessment.

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