Financial Planning Consultation Packages

Choose the consultation package that best fits your financial planning needs. All plans include personalized guidance and ongoing support from our experienced advisors.

Individual results may vary

Past performance does not guarantee future results

Licensed by Securities Commission Malaysia SC-452741

Essential Planning

Perfect for individuals starting their financial planning journey who need foundational guidance and basic budgeting support

RM 150

per month

  • Monthly 60-minute consultation session
  • Basic budget planning and expense analysis
  • Email support between sessions
  • Resource allocation guidance
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Most Popular

Comprehensive Planning

Our most popular option providing comprehensive financial planning support with regular consultations and detailed strategy development

RM 250

per month

  • Bi-weekly 90-minute consultation sessions
  • Comprehensive financial planning analysis
  • Goal setting and progress tracking
  • Debt management strategy guidance
  • Priority email and phone support
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Premium Advisory

Comprehensive financial planning with priority access, frequent consultations, and specialized guidance for complex financial situations

RM 400

per month

  • Weekly consultation sessions up to 2 hours
  • Advanced financial planning strategies
  • Tax planning consultation guidance
  • Estate planning discussion support
  • Business financial planning assistance
  • 24/7 priority support access
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Pricing Information and Terms

All prices include 6% Service Tax (SST) as required by Malaysian tax regulations

No hidden fees or commissions on financial products. Our compensation comes exclusively from consultation fees.

Monthly payments are due in advance. Payments can be made via bank transfer, credit card, or online banking.

Representative APR for payment plans 8.5% APR% Variable rate subject to creditworthiness assessment

Additional Consultation Services

One-time Financial Review

Comprehensive 3-hour financial assessment session for individuals who prefer project-based consultation rather than ongoing monthly support

RM 450

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Specialized Planning Session

Focused 2-hour consultation sessions targeting specific areas like retirement planning, education funding, or major financial decisions

RM 300

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Frequently Asked Questions

Can I change my plan at any time?

Yes, you can upgrade or downgrade your consultation plan with 30 days notice. Changes take effect at the beginning of your next billing cycle.

What happens if I miss a scheduled consultation?

We offer flexible rescheduling with at least 24 hours notice. Missed appointments without notice may be charged as completed sessions.

Are there any long-term contracts required?

No long-term contracts are required. You can cancel your monthly consultation plan at any time with 30 days written notice.

Need a Custom Solution?

For unique financial situations or specialized consultation needs, we offer customized planning packages tailored to your specific requirements and schedule preferences.

Contact Us