Lifestyle Goal Questionnaire
Whether you have short-term or long-term financial goals, this questionnaire can help us understand your need better. Let us help you get there.
1.
To create an emergency fund for unexpected situations while still being able to pay for your daily necessities.
2.
To have adequate funds for your children's further education.
3.
To have enough funds saved so you can live your desired lifestyle when you retire.
4.
To have coverage for any medical/hospital expenses without effecting your savings.
5.
To know more about investment products e.g. bonds, unit trusts, stocks and how the Bank can help you grow you wealth.
6.
To have insurance coverage and continued income for your family in the event you are unable to provide.
7.
To own a house over the next few years.
8.
To save up for your dream wedding in the near future.
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