Even without a holistic financial plan, you can still continue to put aside your savings. Having had a holistic financial plan done after becoming our client, Tim discovered that his optimum target return should be 8% instead. Mistake four: Neglecting to review your children’s tertiary education fund.Providing quality tertiary education to children is one of the top priorities and concerns of Malaysian parents. This is why reviewing and adjusting your retirement financial planning is critical and should be done every year. If you are serious about growing your hard-earned money and achieving your financial goals, start by getting a holistic financial plan for yourself.

Source: The Star September 20, 2021 00:00 UTC