Simple, Transparent Pricing
Choose the financial planning consultation level that fits your needs. All plans include personalized guidance and ongoing support.
Essential Planning
Perfect for individuals starting their financial planning journey who need basic guidance and support.
No hidden fees or commissions
- Monthly consultation session (30 minutes)
- Basic financial health assessment
- Email support between sessions
- Access to planning resources
All prices include GST where applicable
Comprehensive Planning
Our most popular option for individuals seeking detailed financial analysis and personalized strategies.
No product sales or commissions
- Bi-weekly consultation sessions (45 minutes each)
- Detailed financial analysis and planning
- Priority email and phone support
- Custom planning documents and reports
- Quarterly progress reviews
All prices include GST where applicable
Premium Advisory
For high-net-worth individuals requiring sophisticated planning strategies and dedicated advisory support.
Fee-only advisory service
- Weekly consultation availability (60 minutes)
- Advanced planning strategies and analysis
- Direct advisor phone access during business hours
- Comprehensive financial reports and modeling
- Tax planning and optimization guidance
- Estate planning consultation coordination
All prices include GST where applicable
Representative APR: Not applicable for consultation services. No credit or lending products offered.
Licensed by Securities Commission Malaysia (SC) License No. CMSL-401456
Important Information
Results may vary based on individual circumstances
Past performance does not guarantee future results
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.
What's included in consultation sessions?
Sessions include personalized financial analysis, planning guidance, and practical recommendations tailored to your specific situation and goals.
Is there a minimum commitment period?
No, our subscriptions are month-to-month with no long-term contracts. You can cancel anytime with 30 days written notice.
Do you sell financial products?
No, we provide consultation services only. We don't sell insurance, investments, or other financial products, ensuring unbiased advice.
Need help choosing the right plan for your situation?
Contact our team