If you need our adviser to help you out. Kindly contact us for more information.
A good education is the one most precious gift to your children.
However, the costs of raising and financing a child through school and university are rising sharply. It can range anywhere between RM50,000 to RM500,000, or even more.
Your child’s future depends on what you do now, so careful planning and budgeting are essential to ensure that you have adequate savings available when your child goes for further education.
At VKA Wealth Planners, our team of professional financial advisers can help you maximise your financial resources and provide an excellent start to your child’s career. We have the expertise to put together suitable education funding programs that will give you gain financial freedom while achieving your education planning goals.
Identifying children’s current age and duration available before selecting investment instruments, strategy and amount of resources to be committed
Determining children’s preferred study criteria (location, type of universities and course etc…)
Gathering information on what has client currently prepared in order to achieve education goal, excluding resources earmarked for Retirement.
Identifying and calculating how much funds are needed in order to achieve children’s study criteria
Understanding client’s risk tolerance level in order to identify the best-suited investment instrument or strategy for each individual client.
Calculating the amount of resources needed to be directed to the selected investment instrument or strategy in order to achieve the stated education goal
Source for appropriate investment instrument OR
create an investment portfolio based on client’s education goal
VKA’s Financial Advisers will constant monitor the market and perform portfolio rebalancing whenever it is needed, to ensure that clients will be able to achieve their goals based on the projected timeline