Page 11 - Maybank Privilege Brand Book

TALK TO US ABOUT YOUR PLANS

How do you plan to achieve your financial goals?

Regardless of your level of financial literacy, or whether you have a plan or not - here are 4
personalities that you may resonate with as you go through the various stages in life:

Wealth Creator Wealth Accumulator Wealth Enhancer Wealth Stabiliser

• Getting started in • Diversifying wealth • Enhancing wealth • Stabilising portfolio
financial planning portfolio to start for you and your for a steady flow of
journey accumulating wealth family for a better income to sustain the
lifestyle retirement lifestyle
• Cultivating savings • Managing risks sought
habit & moderate through sufficient • Expanding your
spending protection coverage protection coverage • Preserving and
and well-diversified for yourself and distributing wealth to

• Credit building portfolios family your loved ones
based on lifestyle through sound estate

needs • Adjusting your and legacy planning
plans to meet your
retirement goals

Whatever your financial goals, at Maybank Privilege, we recognise the uniqueness of
your financial journey to achieve your goals.