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Created by Dr Eva Wong

Certified Financial Planner | Financial Educator | Author | Certified Financial Coach

Trained 6,000+ individuals in financial literacy and retirement planning.

Complete the form below to request your Retirement & Legacy Structure Review.

Age Range *Below 3030–3940–4950–5960 and above

Current Monthly Income *Below RM5,000RM5,000–RM7,999RM8,000–RM14,999RM15,000–RM29,999RM30,000 and aboveRetired / no active income

Current Job / Occupation

Current Employment StatusFull-time employedSelf-employedBusiness ownerSemi-retiredRetiredNot currently workingHomemaker

Family ResponsibilitySingle, no dependentsMarried, no childrenMarried with childrenSupporting elderly parentsSupporting children and parentsRetired with adult childrenPrefer not to say

Which Financial Areas Do You Currently Have?Select all that apply.Select all that apply.EPFSavingsFixed depositUnit trust / investment fundsStocks / sharesPropertyRental incomeInsurance policiesBusiness incomeCompany sharesInherited wealth / family assetsWill / trust / estate planning documentsNone of the above

Estimated Current Savings / Investment Value *Below RM50,000RM50,000–RM199,999RM200,000–RM499,999RM500,000–RM999,999RM1 million–RM2.99 millionRM3 million and abovePrefer not to say

Do You Currently Have Passive Income?No passive income yetLess than RM1,000/monthRM1,000–RM2,999/monthRM3,000–RM5,999/monthRM6,000–RM9,999/monthRM10,000/month and aboveNot sure

When Do You Plan to Retire?Within 5 years6–10 years11–20 yearsMore than 20 yearsAlready retiredNot sure

What Is Your Biggest Concern Now?

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