Category Financial Planning

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Sunway Money – How SMEs Can Benefit from Forex Perspective

Seizing Opportunities: BNM Maintains OPR, SMEs Can Still Benefit From Forex Perspective In a recent announcement, Bank Negara Malaysia (BNM) has decided to maintain the Overnight Policy Rate (OPR) at its current level on 9th May 2024. While this decision…

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Keep Your Portfolios Sustainable via ESG Investing

Table of Contents HOW DOES ONE MEASURE ESG PERFORMANCE? WHAT IS IN IT FOR MALAYSIANS TODAY? WHERE DO MALAYSIANS GO FROM HERE? ABOUT THE AUTHOR Source: 4EJournazine, Vol 23, No 4, 4Q2023 (pg 28-29) Download: Keep Your Portfolios Sustainable via ESG…

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Sunway Money – Ways To Send Money Overseas

Ways To Send Money Overseas If you recently have had a need arise to perform an international money transfer or remittance, the abundance of transfer options may seem overwhelming to you at first. There are many different ways available to…

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Sunway Money – What Is Remittance and Who Uses It

What Is Remittance and Who Uses It? The term ‘remittance’ may be familiar to some but, most might know it in more informal forms such as ‘transferring’ or ‘sending’ money to others. While it is not highly specific that remittance…

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Insurance Assistance During Covid-19 Crisis

The Covid-19 pandemic is rocking the global economy unlike anything seen before. With countries enforcing lockdowns resulting in business and borders getting shut temporarily, things are not looking particularly healthy for markets everywhere.

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Single But Not Care Free

Michael (not his real name), 36, is a manager in a multinational company. He is single and has been with the company for more than 12 years. The problem is, he has been unable to save his income. He has no idea where his money goes and, one fine day, decided to seek my advice.

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Retirement Life Goal – Analysis And Assessment Process

RETIREMENT LIFE GOAL – THE ANALYSIS AND ASSESSMENT PROCESS The Life Goals Analysis is a tool that allows you to identify if you are on track to achieve your personal goals and objectives. The analysis provides a snapshot of your…

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1 Plan for Life (1P4L): Protecting You Come What May

“If a child, a spouse, a life partner, or a parent depends on you and your income, you need life insurance.” Suze Orman Mention life insurance to just about anyone and one can almost imagine a frown as the most…