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Writer's pictureRobert Tu (R2)

Anyone can be Millionaires💰💰💰? If you don't spend 💸 beyond your means😱


“Warren Buffett famously said, ‘Do not save what is left after spending, but spend what is left after saving’.


In other words, pay yourself first and use the power of compounding to your advantage, ” Finance Minister Tengku Datuk Seri Zafrul Abdul Aziz said at the Kembara Bijak Wang 2020 (KBW 2020) prize-giving ceremony yesterday.


According to Bank Negara, 47% of Malaysian youths have high credit card debts.
Picture from Market Review


"40% of millennials are spending beyond their means," said Finance Minister Tengku Datuk Seri Zafrul Abdul Aziz.

Finance Minister Tengku Datuk Seri Zafrul Abdul Aziz

If a 20-year-old wishes to have RM1mil in savings by the time he or she turns 60, assuming an annual return of 6%, he or she would need to save about RM500 per month.

(Calculations below)


He said according to the Employees Provident Fund (EPF), 50% of EPF members have less than RM200,000 in their accounts – lower than the average of RM240,000 that members should have in basic savings when they reach age 55.


Tengku Zafrul also noted that 50% of contributors would exhaust their savings within 5 years of their retirement.😥😥


He also advised Malaysian to strengthen their financial literacy skills, be it on growing their wealth via investments or protecting their wealth through insurance or takaful.

He said raising the level of financial literacy is a long-term commitment that requires the sustained efforts and support of many parties.



 

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How do you calculate the following?

If a 20-year-old wishes to have RM1mil in savings by the time he or she turns 60, assuming an annual return of 6%, he or she would need to save about RM500 per month.


Steps

  1. Use TVM (Time Value of Money) in Financial Calculator & key in the following

  2. Payment -RM500 (every contribution, minus means deduct from your pocket)

  3. Annual Rate 6%

  4. Compounding Monthly (because the RM500 is monthly contribution)

  5. Periods 480 (40 years x 12 months)

  6. Mode Beginning (savings first, return comes later)

  7. Press FV (Future Value), you will get RM1,000,000 💰💰

Time Value of Money (TVM)

It can be calculated but the question is, which investment vehicle can provide 6% per annum consistently every year for 40 years❓


Do not be deceived by past performance because it cannot represent future return. Every investment has volatility, there is no straight line in the market.


The best way is to get a Licensed Financial Planner to construct an Investment Portfolio including various asset classes with calculated risk & managed professionally to provide average of 6% per annum.


Feel free to drop me a message for a Compliment Consultation session.

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