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Specific Financial Goals Planning
Assumptions
Inflation Rate
%
Investment Rate Of Return
%
Goals
Amount To Accumulate
No. of years to Achieve Goal
Future Amount Required
RM
RM
1.
2.
Investment Options
GOAL 1
GOAL 2
TOTAL
RM
RM
RM
Option 1
- Current Lump Sum Investment:
OR
Option 2
- Current Level Monthly Investment: