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PERSONAL FINANCIAL GOALSName: LAW THIAN HUAT (ANDREW) No. Matric: GM!!"#

SHORT-TERM GOALS (0-1 year)

Stat$%: Part time Wor&i' St$*+i'

Fi'a'cia, P,a''i' Goa,: To -a,a'ce I'come a'* E/e'%e%

Goa, Priorit+ Taret

Date

Co%t

E%timate(RM)

Income:

Part0time I'come -o'$%

(RM1" ")

St$*+ Sc2o,ar%2i/ (-$*et Mi'i)

St$*+ Loa' 3rom Re,ati4e%

Expenses:

C,ot2i'Ot2er Li4i' E/e'%e%

Room Re'ta,

Tra'%/ortatio'

Mea,

Uti,itie%

Te,ecomm$'icatio'

Me*ici'e

Pare't%

St$*+ Fee%

Hi2

Hi2

Hi2

Hi2Me*i$m

Hi2

Hi2

Hi2

Hi2

Hi2

Me*i$m

Hi2

Hi2

15

15

15

1515

15

15

15

15

15

15

15

15

!#6

76

76

85

961

#6

965

761

765

"

!6#

76

INTERMEDIATE GOALS (-! years)

Stat$%: Part time Wor&i' St$*+i'Fi'a'cia, P,a''i' Goa,: To Acc$m$,ate Wea,t2

Goa, Priorit+ Taret

Date

Co%t

E%timate(RM)

Income:

F$,,0time I'come (Sa,ar+) -o'$%

Part0time I'come (T$itio' Fee%)

Room Re'ta, (-o$2t a /ro/ert+ a'*

re't o$t 701 room%)

I'4e%tme't I'come (e.. i'tere%t6

*i4i*e'*0%2are%$'it tr$%t6 a'* EPF)

Expenses:

Start Fami,+

Pro/ert+ Do;' Pa+me't (RM76) <

Mo't2,+ I'%ta,,me't (RM5 = 95

mo't2%)

Car Do;' Pa+me't < Mo't2,+

I'%ta,,me't

Hi2

Hi2

Hi2

Me*i$m

Me*i$m

Hi2

Lo;

1>

1>

17

17

177

1>

17

>#6

196

569

0

0

9569

0

1


2/3

Tra'%/ortatio'

Mea,

Uti,itie%

Te,ecomm$'icatio'

C,ot2i'

Me*ici'ePare't%

Ot2er Li4i' E/e'%e%

St$*+ Fee%

7 ;ee& Tai;a' ?acatio'

Me*ica, Car* (I'%$ra'ce)

Start a Retireme't F$'*

Re*$ce E/e'%e%

Hi2

Hi2

Hi2

Hi2

Hi2

Hi2Hi2

Me*i$m

Hi2

Hi2

Hi2

Me*i$m

Me*i$m

1>

1>

1>

1>

1>

1>1>

17

1>

177

17

171

177

#6

"6

76!

76>

5

#!6#

5

76

16"

765

0

169

LONG-TERMS GOALS ( >" years)

Stat$%: F$,, Time Part time I'come Per%o'a, -$%i'e%% I'4e%tme't

Fi'a'cia, P,a''i' Goa,: To Gro; t2e Wea,t2

Goa, Priorit+ TaretDate

Co%tE%timate(RM)

Income:

F$,,0time I'come (Sa,ar+) -o'$%

Part0time I'come (T$itio' Fee%)

Per%o'a, -$%i'e%% I'come (e.. o/e' a

t$itio' ce'tre)

Pro/ert+ Re'ta, (re't o$t 2o,* $'it)

I'4e%tme't I'come (e.. i'tere%t6

*i4i*e'*0%2are%$'it tr$%t6 a'* EPF)

Expenses:7%t Pro/ert+ mo't2,+ I'%ta,,me't

1'* Pro/ert+ Do;' Pa+me't < Mo't2,+

I'%ta,,me't

Car Mo't2,+ I'%ta,,me't

Per%o'a, -$%i'e%% I'itia, I'4e%tme't

Per%o'a, -$%i'e%% O/erati' E/e'%e%

Tra'%/ortatio'

Mea,

Uti,itie%

Te,ecomm$'icatio'

C,ot2i'Me*ici'e

Pare't%

Ot2er Li4i' E/e'%e%

Ta&e S2a'2ai ?acatio'

Retire at Ae #1

Hi2

Hi2

Hi2

Hi2

Me*i$m

Hi2

Me*i$m

Lo;

Me*i$m

Me*i$m

Hi2

Hi2

Hi2

Hi2

Hi2Hi2

Hi2

Me*i$m

Hi2

Me*i$m

>56

!6

0

>6

0

@+ear

@+ear

0

0

0

#6

"6

76!

76>

5#

!6#

16

16

0

2


3/3

3

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