Financial Planning Subscription Plans
Choose the consultation level that matches your financial planning needs and goals
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals beginning their financial planning journey who need foundational guidance and periodic consultations.
RM 150
per month
- Monthly consultation session (60 minutes)
- Basic financial assessment and goal setting
- Email support for planning questions
- Access to financial planning resources
Comprehensive Planning
Our signature service offering detailed consultations and ongoing support for serious financial planning needs.
RM 250
per month
- Bi-weekly consultation sessions (60 minutes each)
- Detailed financial analysis and strategic planning
- Priority email and phone support
- Quarterly comprehensive planning reviews
- Access to advanced planning tools and resources
Executive Planning
Premium service designed for high-net-worth individuals requiring sophisticated planning strategies and frequent consultation access.
RM 450
per month
- Weekly consultation sessions (60 minutes each)
- Advanced strategic planning and analysis
- 24/7 priority support access
- Monthly comprehensive strategy reviews
- Exclusive access to premium planning resources
- Personalized planning documentation and reports
Pricing Information
- All prices include applicable Malaysian taxes and service charges.
- No hidden fees or commission charges on consultation services.
- Monthly billing with automatic renewal. Cancel anytime with 30-day notice.
- Service subscriptions do not involve lending products or APR calculations.
Regulated by Securities Commission Malaysia SC-License-2019-0847
Frequently Asked Questions
Can I change my subscription plan after signing up?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust your billing accordingly.
What happens if I miss a scheduled consultation?
We understand schedules change. You can reschedule consultations with 24-hour notice, and missed sessions can be made up within the same billing period.
Is there a minimum commitment period?
No minimum commitment required. You can cancel your subscription at any time with 30 days written notice, and you'll retain access until your current billing period ends.
Do you offer refunds for unused consultation time?
Individual results may vary. We don't provide refunds for unused sessions, but unused consultation time can typically be carried forward within reasonable timeframes as outlined in our service agreement.
Ready to Start Your Financial Planning Journey
Join the 2164 clients who have already transformed their financial approach through our personalized consultation services.
Schedule Free Discovery Call