Financial Planning

Who is the speaker today?

• Wong Wei Kai

• Jeffry Cheah

• Wong Wai Ken

• Jeff Cheah

Which company the speaker come from?

• Star Financial Sdn Bhd

• Star Financial

• StashAmway Malaysia

• StashAway Academy

Choose the most top education loan in Malaysia.

• Cricket

• PTPTN

• Zoan

What are examples of financial problems? Tick 2 answers.

• Lack of income/job loss.

• Too much debt.

• Buy a car

• Use public transport

What Is the best meaning of Financial Freedom?

• having the financial cushion (savings, investments, and cash) to afford a certain lifestyle

• Saving for vacation every month

• Free from loan shark

Which one is NOT investment portfolio examples in the slide?

• EPF

• StashAway Investment

• Unit Trust/ASB

• Sale Discount%

How do you prioritise you goal from the slide? (2 answers)

• Pay off Debt

• Safety Net

• Self reward everyday

• Mindless mobile shopping

Below are things to look out for when making investment decisions except..

• House Loan

• Your Timeline

• Risk Tolerence

• Fees

How many graphs in slide diversified portfolios?

• 2

• 3

• 4

• 5

How many fees type in the slide?

• 6

• 7

• 8