Choose Your Financial Planning Subscription
Discover flexible monthly consultation plans designed to fit your financial planning needs and budget. All plans include personalized guidance from licensed financial advisors.
Individual results may vary
Past performance does not guarantee future results
Starter Plan
Perfect for beginners getting started
- Monthly 60-minute consultation
- Basic financial assessment
- Email support included
- Financial goal setting guidance
No commission fees or hidden charges
All prices include applicable taxes
Professional Plan
Comprehensive planning for serious savers
- Monthly 90-minute consultation
- Detailed financial analysis
- Tax optimization strategies
- Retirement planning guidance
- Priority phone and email support
No additional fees for recommendations
All prices include applicable taxes
Premium Plan
Complete wealth management solution
- Monthly 120-minute consultation
- Comprehensive wealth strategy
- Estate planning consultation
- Tax and legal coordination
- Quarterly portfolio reviews
- 24/7 priority support access
All-inclusive service with no extra charges
All prices include applicable taxes
Representative APR N/A - No credit products offered% Consultation fees are fixed monthly amounts
Licensed by Securities Commission Malaysia (License No. SC-FP-2011-2921)
Compare Our Plans
| Features | Starter Plan | Professional Plan | Premium Plan |
|---|---|---|---|
| Monthly Consultation Time | |||
| Financial Analysis Depth | Basic | Comprehensive | Advanced |
| Tax Planning Support | |||
| Estate Planning Consultation | |||
| Priority Support Access |
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with 30 days notice. Changes take effect at the start of your next billing cycle.
What happens if I miss a consultation?
We offer flexible rescheduling options. Missed sessions can be rescheduled within the same month or carried forward to the following month with advance notice.
Are there any setup fees?
No setup fees or hidden charges. You pay only the monthly subscription amount for your chosen plan, with all services included as described.
How do I cancel my subscription?
You can cancel anytime with 30 days written notice. Access to consultations continues through your paid period, with no cancellation penalties.
Ready to Start Planning
Choose the plan that fits your needs and begin building your financial future with expert guidance
Contact Us