Choose Your Financial Planning Path
Transparent pricing for comprehensive financial planning services tailored to your needs
Essential Planning
Perfect for individuals starting their financial planning journey who need fundamental guidance and structure.
- Monthly consultation session (30 minutes)
- Basic financial health assessment
- Budgeting and expense analysis
- Email support between sessions
- Advanced analysis
- Multiple goal planning
Comprehensive Planning
Our flagship service offering complete financial planning for individuals and families serious about their financial future.
- Extended monthly consultation (60 minutes)
- Comprehensive financial analysis
- Multi-goal planning strategy
- Quarterly progress reviews
- Priority email and phone support
- Personalized action plans
Executive Planning
Premium service for high-net-worth individuals requiring sophisticated financial strategies and dedicated attention.
- Unlimited consultation access
- Advanced financial modeling
- Tax optimization strategies
- Estate planning guidance
- Business financial integration
- Dedicated planning specialist
- 24/7 priority support
All prices include GST where applicable
Monthly subscription with 30-day cancellation policy. No setup fees or hidden charges.
Licensed by Bank Negara Malaysia BNM/RFS/PB/526182
Individual results may vary based on personal circumstances, commitment level, and market conditions.
Past performance does not guarantee future results.
Feature Comparison
| Features | Essential Planning | Comprehensive Planning | Executive Planning |
|---|---|---|---|
| Monthly Consultation Time | |||
| Financial Analysis Depth | |||
| Goal Planning Support | |||
| Progress Reviews | 30 minutes | 60 minutes | Unlimited |
| Support Access | Email only | Email & Phone | 24/7 Priority |
| Specialist Assignment |
Common Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with 30 days' notice. Changes take effect at the next billing cycle, ensuring continuity of your financial planning process.
What happens if I need to pause my subscription?
We offer subscription pausing for up to 3 months per year for unexpected circumstances. Your planning progress and data remain secure during any pause period.
Are there any additional fees I should know about?
No hidden fees ever. The monthly subscription covers all listed features. Optional services like document preparation or specialist referrals are clearly priced separately if requested.
Ready to Start Your Financial Journey
Join thousands of clients who've transformed their financial future through professional planning. Your goals deserve expert attention — let's make them reality.
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