Maybank Financial Goals

Your financial goals are our top priority. Achieve them
with the help of a goal-based investment approach and
our Maybank Financial Goals Simulator.

Login & start planning

Maybank Financial Goals

Your financial goals are our top priority. Achieve them with the help of a goal-based investment approach and our Maybank Financial Goals Simulator.

Login & simulate my goal
Set financial goals that matter to your future

They can be anything, from your retirement savings to making your first million Ringgit. No matter what generation you fall into, or what life stage you’re in, a solid financial plan starts from knowing what you want your future to look like.

Not sure where to start? The Maybank Financial Goal Simulator helps you discover the future value of your goals and the monthly investment you’ll need to achieve each goal. Set a goal to get your personalised investment plan, or learn more about achieving your financial goals through our Content Hub.

How does it work?

Many of us invest with a single-minded focus on how well our investments perform against the market average in a given period.

Goal-based investing involves structuring investment portfolios with different risks and strategies tailored to each financial goal. As we become more focused on achieving our financial goals, we're also less inclined to make impulsive decisions based on market fluctuations.


Goal-based investment Traditional investment
Objective Ensures you have sufficient money to fund
your financial goals
Focuses on return for a single portfolio
Strategy Define multiple goals and each goal has its
own investment portfolio
Doesn't consider your financial or life goals
Risk Management Your risk is defined as not having enough
money to achieve your goal
You have a common risk profile, determined
based on your tolerance towards the
financial losses you’re willing to endure as a
result of market volatility
How is it different from traditional ways of investing?

Many of us invest with a single-minded focus on how well our investments perform against the market average in a given period.

Goal-based investing involves structuring investment portfolios with different risks and strategies tailored to each financial goal. As we become more focused on achieving our financial goals, we're also less inclined to make impulsive decisions based on market fluctuations.


Goal-based investment

Objective
Ensures you have sufficient money to fund your financial goals

Strategy
Define multiple goals and each goal has its own investment portfolio

Risk Management
Your risk is defined as not having enough money to achieve your goal

Traditional investment

Objective
Focuses on return for a single portfolio

Strategy
Doesn't consider your financial or life goals

Risk Management
You have a common risk profile, determined based on your tolerance towards the financial losses you’re willing to endure as a result of market volatility

Ready to fund your next life milestone?

Follow these simple steps to begin your goal-based investment roadmap.

Set your goal
Select a financial goal that resonates with you from our simulator.

Plan your financials
Tell us more about your goal and financial preferences, and we'll use it to design a potential plan tailored to your needs.

Simulate a plan
We'll project your investment growth and suggest a potential plan that aims to help you get closer to your financial goal.

Invest on goals for your future


  • Retirement
    Earn sufficient funds to retire comfortably and live a long, healthy life.

    Find out more

  • Education
    Give your children the tertiary education they deserve, or even plan one for yourself.

    Find out more

  • Grow Wealth
    Get more from your savings with diversified investments and fund your future goals.

    Find out more