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Financial Planning

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by

Kannathasan Punnyan

on 27 April 2014

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Transcript of Financial Planning

Financial Planning
Past
( 20 % )
+ Car Loan
+ Mortgage
+ Personal Loan
+ Study Loan
+ Soft Loan
+ etc ...

( RM 2,000 )
What do we know about
Cash Flow Management
Present
( 40 % )
+ Savings (10%)
+ Retirement (10%)
+ Education (10%)
+ etc ...

Future
( 30 % )
+ Food
+ Bills
+ Clothings
+ Personal Care
+ Home Care
+ Parents / Siblings
+ School & Tuition Fees
+ Insurance
+ Home Maintenance
+ Car Maintenance
+ Medical Care
+ Health Supplements
+ Daily Travelling
(Petrol/Toll/Parking)
+ Gifts
+ and many more ...

( RM 4,000 )
( RM 3,000 )
+ Hobby
+ Donation
+ Holiday
+ Skills & Trainings
+ High Risk Investment
+ etc ...

Misc.
( 10 % )
( RM 1,000 )
Monthly Income
Present
RM 4,000
Future
RM 3,000
PAST
RM 2,000
MISC.
RM 1,000
RM 10,000
Monthly Income : RM 10,000
Saving & Investment
Distribution
(Wills & Trust)
Financial
Freedom
Protection (Insurance)
Assumption : Annual Salary is
RM 100,000
3X
5X
10X
Life
:
RM 300K
or
RM 500K
or
RM 1 Mil.
C.I
:
RM 300K
or
RM 500K
or
RM 1 Mil.
P.A
:
RM 300K
or
RM 500K
or
RM 1 Mil
Life Insurance
Bank
F.D
Insurance
Inv.Linked
Unit Trust
Shares
Property
Futures
Commodities
Risk
Return
Wills & Trust
Executor
Trustee
Guardian
Protector
EXPENSES
INCOME
Protection & Investment
Singlehood
Marriage
Parenthood
Empty Nest
Retirement
20
30
40
50
60
Age
Life Stage
Best Stage to have
highest and comprehensive coverage

Savings Vs Expenses
20
30
40
50
60
Age
Savings
Expenses
Expenses
Savings
Expenses
Savings
Savings
Thank You
Happy Selling
Agency Manager
KM WealthLab Associates
from
KANNATHASAN PUNNYAN
'Think Differently, Act Brilliantly'
Medical Benefit
: As high as posibble ^^^
LIFE
C.I
P.A
Medical
Full transcript