Transparent Pricing for Professional Financial Planning
Choose the subscription plan that matches your financial planning needs. Our transparent pricing ensures you know exactly what you're paying for with no hidden fees or surprises.
All prices include applicable taxes. Representative APR: 15.9% variable. Past performance does not guarantee future results. Results may vary.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who want professional guidance and basic strategic support.
Billed monthly, cancel anytime
What's Included
- Monthly consultation session (30 minutes)
- Basic financial planning framework
- Email support for urgent questions
- Access to educational resources and tools
Comprehensive Planning
Our flagship subscription offering complete financial planning support with regular consultations and strategic guidance for growing families and professionals.
Billed monthly, flexible terms
Everything in Essential, plus
- Extended consultation sessions (60 minutes monthly)
- Comprehensive financial analysis and reporting
- Priority phone and email support
- Quarterly planning strategy reviews
- Access to specialized planning tools and calculators
Premium Advisory
Complete financial planning solution for high-net-worth individuals and families who need sophisticated strategies and frequent consultation access.
Billed monthly, premium support
Everything in Comprehensive, plus
- Bi-weekly consultation availability
- Advanced planning strategies and analysis
- Direct advisor phone line access
- Monthly written planning reports and updates
- Coordination with other professional advisors
- Emergency consultation availability
Pricing Details and Terms
Tax Information
All prices include applicable GST and taxes as required by Malaysian law
Payment Processing
No additional fees for standard payment methods. Credit card processing included in subscription price.
Billing Terms
Monthly subscriptions are billed in advance. Annual payment options available with 10% discount.
Financing Information
For extended payment plans, representative APR 15.9% variable APRapplies to qualified subscribers based on creditworthiness and terms
Licensed by Bank Negara Malaysia License BNM/FSP-2025-00156
Licensed by Bank Negara Malaysia License BNM/FSP-2025-00156
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at the next billing cycle, and we'll pro-rate any differences in pricing.
What happens if I miss a payment?
We'll send friendly reminders for missed payments. Your service continues for 7 days after a missed payment, giving you time to update your payment method without interruption.
Do you offer refunds?
We offer a 30-day satisfaction period for new subscribers. If you're not completely satisfied with our services within your first month, contact us to discuss your options.
Questions About Our Pricing
Need help choosing the right plan for your situation? Our team is here to discuss your needs and help you find the perfect subscription level for your financial planning goals.
Talk to Our Team