SAVE REGULARLY TO MEET FUTURE GOALS
Whether your clients are looking to create wealth for retirement, children’s education, building a legacy or simply to become financially secure, saving regularly can help them realise their dream.
Here are some angles that can help you have a conversation with your clients.
REGULAR SAVINGS FOR RETIREMENT
After dedicating so much to your career, it’s important to have a retirement that works for you. Whether you prefer to explore the world or enjoy the comforts of home, a tailored savings plan gives you the freedom to choose. Calculate how much you should be saving for retirement with our retirement calculator.
SAVE FOR YOUR CHILDREN’S EDUCATION
An exceptional education is one of the greatest opportunities you can give your child, and is a valuable investment for their future. Try our education fee calculator is designed to estimate the future cost of school/university fee for your child.
CREATING WEALTH TO REALISE YOUR DREAMS
From writing a novel to walking the Inca Trail or from buying a sports car or meeting the costs of your child’s wedding, everyone’s dreams are personal to them – and a personal savings plan is the best way to turn those dreams into reality.
BUILD A LEGACY
Whether you dream of a second home for your retirement or helping your children make their first step on the property ladder, saving towards a property can benefit your loved ones for many generations. Creating and passing on our wealth efficiently to the next generation is something we all aspire to. Saving regular amounts every month is a reassuring way to plan for the future. Whatever you’re saving for, you can structure your own plan to your individual aspirations and circumstances.
The RL360 REGULAR SAVINGS PLAN
Our Savings Plan is designed to be simple and accessible, while also offering potential for serious growth. It’s a straightforward but flexible guided architecture savings plan with access to a hand-picked but broad fund range. With entry from just $280 a month and flexibility to denominate the plan into 7 currencies, it really ticks all the boxes. Next, we make it an even easier sell by building in a generous bonus structure, beginning with a big boost right at the start.
If your client is resident in Malaysia, find out more about our Malaysia variant here.