Flexible Financial Planning for Every Need
Choose the subscription plan that matches your financial planning goals and budget
Important Information
Results may vary based on individual circumstances
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial guidance
per month
Features Included
- Monthly consultation call (30 minutes)
- Basic budget analysis and recommendations
- Email support between sessions
- Access to financial planning resources
No additional fees or commissions on recommendations
All prices include applicable Malaysian taxes
Comprehensive Planning
Complete financial planning with ongoing support
per month
Everything in Essential, plus
- Extended consultation sessions (60 minutes)
- Detailed market analysis and insights
- Quarterly comprehensive financial reviews
- Priority email and phone support
- Customized planning documents and reports
Transparent fee structure with no hidden costs
All prices include applicable Malaysian taxes
Premium Planning
Intensive planning for complex financial situations
per month
Everything in Comprehensive, plus
- Bi-weekly consultation availability
- Advanced analytical modeling and scenarios
- Tax planning coordination support
- Estate planning guidance and referrals
- Direct access to senior financial planners
- Annual comprehensive financial health assessment
Premium service with dedicated planning specialist
All prices include applicable Malaysian taxes
Licensed by Bank Negara Malaysia under Financial Services Act 2013
Representative APR Variable based on financial circumstances% Rates may vary based on individual factors
Compare All Plans
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly Consultations | |||
| Personalized Analysis | |||
| Ongoing Support | |||
| Flexible Scheduling | |||
| Dedicated specialist support | Email only | Email & phone | Dedicated specialist |
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle.
What happens if I need to pause my subscription?
You can pause your subscription for up to 3 months per year. Contact us to discuss your specific situation and options.
Are there any setup fees or long-term commitments?
No setup fees required. While we recommend at least 3 months to see meaningful results, you can cancel anytime with 30 days notice.
Need Help Choosing?
Not sure which plan is right for your situation? Our team can help you select the best option based on your specific needs.
Get Personalized Advice