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Step 1/2
How are you planning
your finances?
This quiz will consist of 18 points.
1. Cash Flow Management
Do you currently have more than RM 2000 in your current / savings account?
*
Yes
No
Do you have more than 6 months worth of salary in your current / savings account?
*
Yes
No
2. Risk Management
Do you have a medical insurance policy? (excluding the coverage provided by your company)
*
Yes
No
Do you have a life insurance policy? (excluding the coverage provided by your company)
*
Yes
No
3. Investment Planning
Do you invest in funds other than EPF?
*
Yes
No
Is your investment fund diversified to more than 2 asset classes?
*
Yes
No
Step 2/2
How are you planning
your finances?
This quiz will consist of 18 points.
4. Tax Planning
Do you have enough savings allocated to pay your income tax?
*
Yes
No
Do you claim tax reliefs (e.g. medical, education, lifestyle, childcare etc.) in your tax filling?
*
Yes
No
5. Retirement Planning
Do you have enough savings for retirement? To calculate this, multiply your expected yearly spending by the number of retirement years.
*
Yes
No
Will all your outstanding liabilities (e.g. mortgage, hire purchase etc.) be paid off before retirement?
*
Yes
No
6. Estate Planning
Do you have a will in place?
*
Yes
No
Have you appointed a lawyer or probate to handle your estate after you pass away?
*
Yes
No
Name
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Financial Planning
Academy
Advance
Resources
Menu
Financial Planning
Academy
Advance
Resources
