Financial Planning That Fits Your Life
Choose the consultation plan that matches your financial planning needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Consultation
Monthly financial planning guidance for individuals starting their financial journey
per month
- Monthly 45-minute consultation session
- Basic financial health assessment
- Goal-setting and prioritization guidance
- Email support between sessions
Complete Financial Planning
Comprehensive monthly financial planning with detailed analysis and ongoing support
per month
- Monthly 60-minute comprehensive consultation
- Detailed financial analysis and planning
- Personalized strategy development
- Priority email and phone support
- Quarterly progress reviews
Premium Advisory
Full-service financial planning with unlimited access and specialized guidance
per month
- Bi-weekly 60-minute consultation sessions
- Unlimited email and phone consultations
- Advanced planning strategies
- Tax optimization guidance
- Estate planning discussions
- Monthly detailed progress reports
Important Pricing Information
- All prices include consultation time, analysis, and ongoing support as specified in each plan
- Plans can be upgraded or downgraded with 30 days notice
- All prices include applicable Malaysian taxes and fees
- No hidden fees or commissions — transparent monthly pricing only
No financing offered — all plans require monthly payment in full: N/A
Licensed by Securities Commission Malaysia (SC) License No. CMSL-2025-5266
What's included in each consultation session?
Each session includes personalized financial discussion, progress review, strategy adjustments, and action item planning tailored to your specific goals and circumstances.
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time with 30 days written notice. Changes take effect at the start of your next billing cycle.
Is there a minimum commitment period?
No long-term contracts required. You may cancel your subscription at any time with 30 days notice, though we recommend staying engaged for at least 6 months to see meaningful progress.
What's included in each consultation session?
Each session includes personalized financial discussion, progress review, strategy adjustments, and action item planning tailored to your specific goals and circumstances.
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time with 30 days written notice. Changes take effect at the start of your next billing cycle.
Is there a minimum commitment period?
No long-term contracts required. You may cancel your subscription at any time with 30 days notice, though we recommend staying engaged for at least 6 months to see meaningful progress.
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