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Financial Planning and Investing Basics (Penang)

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aCAT Penang

16 Gat Lebuh China

George Town, Pulau Pinang 10300

Malaysia

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Financial Planning and Investing Basics are part of StashAway's beginner series where you will get insights into managing your savings, planning for your different life goals and investing towards them.

This event is held in association with aCAT.




We all have questions when it comes to planning our finances. “How much would I need to save monthly to purchase my desired house?” “How do I start building wealth to be financially free?” “How much should I set aside for my emergency fund?” Financial Planning Basics is here to provide you with the answers you seek.

Financial Planning Basics looks at your current financial situation (your annual income, your bonus, and expenses) and assists you with making a plan on how much to save, spend and invest for future needs and wants. Someone nearing retirement is going to have very different financial plans and goals from a middle-aged working professional or a university student.



Investing is a vital component of building your wealth. However, you might have heard a friend boast about how he “made 90% returns on the stock market” but lose it all overnight. There are many misconceptions surrounding investments; this seminar is here to demystify what investing is all about, including how you can be in the stock market and never “lose it all.”

For Investing Basics, you will be introduced to the different asset classes and how you should go about creating and managing your portfolio. We will discuss the risk-return relationship and how different people will have different risk preferences. These risk preferences may change when your financial and personal situation changes as well as over the course of your life.




By registering for this event, you are giving permission to receive occasional email communications from StashAway on our products, marketing, and events. We promise to send only good stuff. However, if you ever wish to opt out, you can easily unsubscribe using the Unsubscribe feature included in the emails.




About the Speakers:

Albert, Kok - Deputy Country Manager

Albert was formerly from Affin Hwang Asset Management where he helped to manage close to one billion ringgit in funds. In addition, he was also a specialist in the China equity market focusing on sectors such as consumer, utilities, healthcare and education. Prior to Affin Hwang Asset Management, he was a strategy consultant at Accenture Singapore with post-merger integration and project management expertise.

Albert is a member of the CFA Society Malaysia and holds a Bachelor of Science in Mathematics and Economics from the London School of Economics and Political Science.


Wong Wai Ken, Country Manager of StashAway Malaysia

Wai Ken has accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has also gained capital markets experience at Affin Hwang Capital by serving in both its Corporate Strategy and Equity Capital Markets departments. Wai Ken holds a Bachelor of Commerce and Bachelor of Economics from the University of New South Wales.



About StashAway

StashAway is a digital wealth manager that seamlessly builds personalised portfolios for you based on your personal characteristics and preferences so that you can reach your goals sooner than with other savings and investing methods.

We built StashAway assuming that you would want decades of experience behind your money, a device-agnostic and intuitive digital user interface, annual fees between just 0.2% and 0.8%, unlimited withdrawals, deeply advanced investment strategies, and real-person customer support.

www.stashaway.my

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Date and Time

Location

aCAT Penang

16 Gat Lebuh China

George Town, Pulau Pinang 10300

Malaysia

View Map

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