*** SURVEY on Financial Needs and Goals ***
MoneyWise Center for Financial Planning needs your assistance in identifying which financial needs and goals are most important and relevant to Filipinos. The Center wants to prioritize development of free learning materials on those topics which most people will find useful.
Please identify the top 5 financial needs or goals in the list below which are important to you and your family. Kindly send us via PM the numbers of the items you selected.
Maraming salamat.
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1. Review and evaluate my current finances
2. Build up my emergency fund
3. Reduce or eliminate my debt
4. Reduce expenses to increase my savings
5. Maximize earnings/returns of my savings/investments
6. Ensure my family will continue to live comfortably if I pass away prematurely
7. Secure my children’s college and/or post-graduate education
8. Prepare for a hassle-free and comfortable retirement
9. Make my retirement money last a lifetime
10. Build savings/investments for my children
11. Build my dream house / purchase a property
12. Buy my dream car / purchase a vehicle
13. Build capital to put up my own business / expand my existing business
14. Preserve my estate and ensure its smooth & prompt transfer to my family
15. Significantly reduce cash outlay to settle estate taxes
16. Make provisions for future inheritance money for my children
17. Create ample funds for treatment in case I suffer from a critical illness
18. Accumulate funds for foreign travel / grand vacation with the whole family
19. Accumulate funds for special events (wedding, anniversary, birthday, etc.)
20. Accumulate funds to finance leisure pursuits (photography, diving, etc.)
