StashAway Academy: Financial Planning Basics

We all have questions when it comes to planning our finances. “How much would I need to save monthly to purchase my desired house?” “How do I start building wealth to be financially free?” “How much should I set aside for my emergency fund?” Financial Planning Basics is here to provide you with the answers you seek.

Financial Planning Basics looks at your current financial situation (your annual income, your bonus, and expenses) and assists you with making a plan on how much to save, spend and invest for future needs and wants. Someone nearing retirement is going to have very different financial plans and goals from a middle-aged working professional or a university student.

Financial Planning Basics is part of our beginner series where you will get insights into managing your savings and planning for your different life goals.

Doors will open at 6:30 pm.

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StashAway Academy

We understand that managing your personal finances can be a daunting task. With so many topics to cover such as retirement, budgeting and investing your wealth, it can be very confusing for those who have no proper guidance. At StashAway, we have set up our very own academy in order to share our knowledge with people like you: those who want to take control of their finances.

We provide education and training programmes for beginners, intermediate learners, and even professionals. These courses cover a wide range of topics that can help you to take control of your financial future and apply what you have learnt to real problems you may face in your day-to-day life.

Beginners will be exposed to core financial concepts through a variety of courses, such as "Basics of Financial Planning".

For those with a stronger understanding of their finances, we will cover topics on investments such as Introduction to Risk, Exchange-Traded Fund (ETF) and Basic Rules when Selecting Investment Products.

As for the more experienced ones, we will share with you about StashAway’s Advanced Investment Framework: on it’s risk and returns, asset allocation and ETFs as well as the economic cycles that exist as one of the core pillars of our investment strategy. Not only that, the academy will educate you on the importance of having a financial Plan B under these expert-level courses.

We are here to provide you with answers for your burning questions on finance. We will assist you in managing your resources as well as in implementing your financial plan to reach your financial goals. With StashAway Academy, you can get started on taking control of your finances, today.

About the Speakers:

Philipp Muedder, Head of Partnerships, StashAway

Prior to joining StashAway, Philipp worked in various Financial Services roles most recently as a senior relationship manager at Fisher Investments.

Before that he acted as a Director of Business Development at Worldview Advisors (formerly Maxim Global Wealth Advisors) and a Wealth Manager at Morgan Stanley in Portland and International Tax Analyst for Tektronix, Inc.

He graduated from the University of Maastricht in The Netherlands with a Degree in International Business.

About StashAway

StashAway is a digital wealth manager that seamlessly builds personalised portfolios for you based on your personal characteristics and preferences so that you can reach your goals sooner than with other savings and investing methods.

We built StashAway assuming that you would want decades of experience behind your money, a device-agnostic and intuitive digital user interface, annual fees between just 0.2% and 0.8%, unlimited withdrawals, deeply advanced investment strategies, and real-person customer support.

www.stashaway.my