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Born to be a Millionaire
Do you know that you're born to be rich?
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Given Name
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Family Name
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Nickname
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Who invited you?
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Where did you learn about this forum?
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Gender
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Birthday
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Age
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Company
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Home Number
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Mobile Number
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Office Number
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Email
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What's your savings/investment objective?
Income Protection
Retirement Planning
Health & Critical Illness
Wealth Building
Children's Education
Estate Preservation
Other:
What's your annual household income?
Less than 300,000
300,000 - 500,000
500,000 - 1,000,000
1,000,000 - 5,000,000
More than 5,000,000
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Do you have money invested outside regular Savings/Current Account?
No
Mutual Funds
UITF
VUL
Insurance
Other:
If you find a good savings vehicle, how much savings are you willing to set aside per month?
1,000 - 2,000
2,000 - 3,000
3,000 - 5,000
5,000 - 8,000
8,000 - 10,000
More than 10,000
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What is your savings/investment horizon?
Below 5 years
5-10 years
More than 10 years
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Which of the following statements most closely fits your attitude towards risk?
I am very risk averse and do not want to see the value of my savings/investment drop.
I want to preserve my capital but I do not mind accepting some small fluctuation to enhance the potential return of my savings/investments for a rate slightly better than bank deposits.
I am a fairly cautious investor but I am willing to assume risk to enhance the potential return of my savings/investment.
I am a risk taker and am able to take a significant risk on investment in order to increase my potential for higher returns.
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Would you like a review and analysis of your present financial condition based on your answers above?
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The best time to see you is:
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