Subscription Plans
Choose the financial planning support that fits your needs
Individual results may vary based on personal circumstances, market conditions, and adherence to recommended strategies
Past performance does not guarantee future results
Essential Planning
RM199
per month
Perfect for individuals starting their financial planning journey who need basic guidance and support
- Monthly 45-minute consultation session
- Basic financial health assessment
- Goal setting and budget guidance
- Email support between sessions
Comprehensive Planning
RM250
per month
Our flagship service offering complete financial planning support for individuals and families
- Monthly 60-minute consultation session
- Detailed financial analysis and strategy
- Resource allocation guidance
- Tax planning assistance
- Priority email and phone support
Premium Advisory
RM399
per month
Enhanced service for high-net-worth individuals requiring sophisticated financial planning strategies
- Two monthly consultation sessions (90 minutes total)
- Advanced planning strategies
- Estate planning guidance
- Tax optimization strategies
- Quarterly comprehensive reviews
- Direct advisor phone access
Pricing Details and Terms
Tax Information: All prices include Malaysian GST (6%) where applicable
GST component will be shown separately on your monthly invoice for transparency
Payment Processing: No additional fees for credit card or bank transfer payments
We absorb all payment processing costs as part of our service commitment
Billing Terms: Monthly subscriptions billed in advance with automatic renewal unless cancelled
Billing date is set based on your initial subscription date and remains consistent monthly
No interest charges apply - subscription fees are fixed monthly amounts with no compound interest or APR calculations
Plan Comparison
Features Included | Essential Planning | Comprehensive Planning | Premium Advisory |
---|---|---|---|
Monthly consultation time | |||
Financial analysis depth | |||
Communication support | |||
Planning complexity | 45 minutes | 60 minutes | 90 minutes total |
Specialized services | Basic guidance | Comprehensive planning | Advanced strategies |
Questions About Our Plans?
Our team is ready to help you choose the right subscription level for your financial planning needs.
Contact Our TeamLicensed by Bank Negara Malaysia (BNM) Registration No. FSP-2023-8448
Licensed by Bank Negara Malaysia (BNM) Registration No. FSP-2023-8448. Past performance does not guarantee future results. Individual results may vary.