Choose Your Planning Package
Professional financial planning subscription designed to meet your needs. All plans include monthly consultations, personalized analysis, and ongoing support to help you achieve your financial goals.
Individual results may vary based on personal circumstances, market conditions, and implementation of planning strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
Ideal for individuals beginning their financial planning journey who need basic guidance and monthly consultation support.
- Monthly 45-minute consultation
- Basic financial analysis
- Goal setting and tracking
- Email support
No hidden fees or commissions
All prices include applicable GST
Professional Planning
Comprehensive financial guidance
Our flagship service offering comprehensive financial planning with detailed analysis and priority support for serious planners.
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Advanced goal planning
- Priority email and phone support
- Quarterly progress reports
Transparent fee structure, no commissions
All prices include applicable GST
Premium Planning
Complete financial partnership
Premium service for clients requiring extensive financial planning support with enhanced features and unlimited access.
- Bi-weekly consultations (60 minutes each)
- In-depth financial modeling
- Advanced planning strategies
- Unlimited support access
- Monthly detailed reports
- Emergency consultation availability
Premium service with complete transparency
All prices include applicable GST
All plans can be cancelled with 30 days' notice. No setup fees or hidden charges.
Representative APR: N/A (subscription service, not credit product)
Payment Terms
- • Monthly billing in advance via secure payment processing
- • All major credit cards and bank transfers accepted
- • 30-day notice required for cancellation
- • Pro-rata refunds available for early cancellation
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 7 days' notice. Changes take effect at the next billing cycle.
What if I need to cancel?
You can cancel anytime with 30 days' written notice. We'll provide pro-rata refunds for unused service periods.
Are there any additional fees?
No hidden fees. All pricing is transparent, with GST included in the displayed prices. No commission-based charges.
Need something different? We offer custom planning packages for unique situations.
Contact us to discuss your specific requirementsLicensed by Securities Commission Malaysia (SC) License No. SC-FP-2025-1769
Prices subject to change with 30 days' notice. Current clients maintain their pricing for 12 months from signup.