Choose Your Financial Planning Path
Transparent pricing for personalized financial guidance — no hidden fees, no surprises
Individual results may vary significantly based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
RM 850
per month
Perfect for individuals starting their financial planning journey who need regular guidance and support
- Monthly planning consultation (60 minutes)
- Personal financial assessment and goal setting
- Basic analytical review of your finances
- Email support between sessions
Comprehensive Planning
RM 1,050
per month
Our flagship service offering detailed analysis and strategic planning for serious financial growth
- Bi-weekly consultation sessions (60 minutes each)
- Comprehensive financial analysis and modeling
- Custom planning frameworks for your situation
- Priority email and phone support
- Quarterly progress reviews with detailed reports
Premium Advisory
RM 1,450
per month
Executive-level service with intensive support for complex financial situations and advanced planning
- Weekly consultation sessions (90 minutes each)
- Advanced analytical modeling and scenario planning
- Dedicated advisor relationship with direct access
- 24/7 support via phone and secure messaging
- Monthly detailed progress reports and analysis
- Access to specialized planning tools and resources
Pricing Information
- All prices include applicable GST (6% where required)
- No additional fees or commissions — what you see is what you pay
- Monthly billing with the flexibility to cancel anytime with 30 days notice
Representative APR: 0% (subscription service, no interest charges apply)
Licensed by Securities Commission Malaysia SCM-2025-401
Compare All Features
| Features Included | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation sessions | |||
| Financial analysis and reviews | |||
| Email support included | |||
| Progress tracking and reporting | |||
| Direct advisor access | 1 session (60 min) | Basic analysis | Standard support |
Common Pricing Questions
Can I change plans after subscribing?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle.
What happens if I need to cancel?
You can cancel anytime with 30 days written notice. You'll continue receiving services through your final billing period.
Are there any setup fees or hidden costs?
No setup fees or hidden charges. The monthly subscription price includes all consultation time and support services listed.
Ready to Start Your Financial Journey
Choose the plan that fits your needs and take the first step toward better financial planning today
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