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WorksheetsFinancial Planning
Total questions: 10
Worksheet time: 3mins
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
