Transparent Pricing for Financial Planning
Choose the consultation level that matches your planning needs. All plans include personalized guidance and ongoing support.
Essential Planning
Perfect for individuals starting their financial planning journey who need guidance on budgeting and basic goal setting
$150
per month
- Monthly 30-minute consultation session
- Basic budget analysis and review
- Goal-setting guidance and tracking
- Email support between sessions
- No advanced analysis tools
- Limited to basic planning topics
Professional Planning
Comprehensive planning for individuals with established finances who need detailed analysis and strategic guidance
$250
per month
- Monthly 60-minute consultation session
- Detailed financial analysis and reporting
- Multi-goal planning and prioritization
- Risk assessment and scenario modeling
- Priority email and phone support
- No tax planning specialization
Executive Planning
Advanced planning for high-net-worth individuals requiring sophisticated strategies and comprehensive financial oversight
$450
per month
- Monthly 90-minute consultation session
- Advanced analysis and strategic planning
- Multi-generational planning consideration
- Estate and tax planning coordination
- Quarterly comprehensive reviews
- Direct advisor phone access
Pricing Information
- All prices include applicable Malaysian taxes and fees
- We may receive commissions from recommended financial products, which will be disclosed during consultations
- Payment accepted via credit card, bank transfer, or electronic payment systems
- Billing occurs monthly on your subscription anniversary date
Important Financial Notices
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies
Past performance does not guarantee future results
Representative APR varies based on credit products discussed during consultations: APR rates range from 3.5% to 18.9% depending on product type and creditworthiness
Licensed by Securities Commission Malaysia SC56471990
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle, and we'll prorate any differences.
What if I need to cancel my subscription?
You can cancel anytime by contacting our support team. Your service continues until the end of your current billing period.
Are consultations available outside business hours?
We offer flexible scheduling including evening and weekend appointments based on advisor availability and your plan level.
What happens if I miss a scheduled consultation?
We understand schedules change. You can reschedule up to 24 hours in advance, and missed sessions can be made up within the same month.
Need Help Choosing?
Our team can help you select the right plan based on your specific financial situation and goals.
Get Personalized Advice