Financial Planning Subscription Plans
Choose the consultation plan 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 starting their financial planning journey with basic consultation needs
RM 180
per month
- Monthly consultation session (60 minutes)
- Basic financial review and analysis
- Email support between sessions
- Access to planning resources library
Most Popular
Comprehensive Planning
Our flagship service offering detailed analysis and ongoing support for serious planners
RM 250
per month
- Bi-weekly consultation sessions (90 minutes each)
- Detailed analytical reviews and reports
- Priority email and phone support
- Quarterly comprehensive planning updates
- Access to advanced planning tools
Premium Advisory
Intensive planning support for complex financial situations requiring frequent guidance
RM 420
per month
- Weekly consultation sessions (up to 2 hours)
- Comprehensive financial modeling and scenarios
- Direct advisor access via phone and email
- Monthly detailed progress reports
- Priority scheduling and extended session options
- Specialized consultation for complex situations
Pricing Information
- All prices include applicable Malaysian taxes and service charges
- No hidden fees or commissions - transparent monthly subscription pricing only
- Monthly billing in advance with 30-day cancellation notice required
Licensed by Securities Commission Malaysia SC-DFP-2025-9760
Services provided under Malaysian financial services regulatory compliance
Plan Comparison
| Features Included | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation sessions | |||
| Financial analysis and reporting | |||
| Email and phone support access | |||
| Planning resources and tools |
Questions About Our Plans?
Our team is here to help you choose the right financial planning approach
Speak with Advisor