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Education Planning

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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.

We will help you identify key issues like:

How much do you want to save for education funding?
Do education savings qualify for tax deductions?
Is your present savings sufficient?
What is your timeframe of savings?
Where do you want to send your children for their tertiary education: local or foreign universities?
What are the suitable savings tools to accumulate education funding?

Step-by-Step Guide

Step 1

Identify

Identifying children’s current age and duration available before selecting investment instruments, strategy and amount of resources to be committed

Step 1

Step 2

Determine

Determining children’s preferred study criteria (location, type of universities and course etc…)

Step 2

Step 3

Gathering

Gathering information on what has client currently prepared in order to achieve education goal, excluding resources earmarked for Retirement.

Step 3

Step 4

Identify

Identifying and calculating how much funds are needed in order to achieve children’s study criteria

Step 4

Step 5

Understand

Understanding client’s risk tolerance level in order to identify the best-suited investment instrument or strategy for each individual client.

Step 5

Step 6

Calculate

Calculating the amount of resources needed to be directed to the selected investment instrument or strategy in order to achieve the stated education goal

Step 6

Step 7

Source

Source for appropriate investment instrument OR
create an investment portfolio based on client’s education goal

Step 7

Done

You’re Now One-Step Closer to Achieving Your Goal(s)

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

Done
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