Financial Planning Subscription Plans
Choose the planning approach that matches your financial goals and get expert guidance tailored to your situation
Individual results may vary
Past performance does not guarantee future results
Starter Planning
Perfect for financial planning beginners
per month
What's included:
- Monthly financial review session
- Basic budgeting guidance
- Goal-setting consultation
- Email support access
Service fee: 1.2% annually
All prices include applicable Malaysian taxes
Complete Planning
Comprehensive financial planning service
per month
What's included:
- Bi-weekly consultation sessions
- Detailed financial analysis
- Risk assessment review
- Priority support access
- Quarterly planning reports
Service fee: 0.9% annually
All prices include applicable Malaysian taxes
Premium Planning
For complex financial situations
per month
What's included:
- Weekly consultation availability
- Advanced planning strategies
- Tax planning guidance
- Estate planning review
- Dedicated planning specialist
- Monthly detailed reports
Service fee: 0.7% annually
All prices include applicable Malaysian taxes
Pricing Information and Terms
Payment Terms
- Monthly subscription billing with automatic renewal
- First payment due upon subscription activation
- Cancel anytime with 30 days notice
Billing Details
- All charges are billed monthly in advance
- Payments accepted via bank transfer or approved payment methods
- Late payment fees may apply after 15 days
Tax Information: All subscription fees include applicable Malaysian Service Tax (SST) where required
Regulatory Compliance: Licensed by Securities Commission Malaysia - License No. SC-FP-2025-5707
Representative APR: Our service fees represent ongoing charges for financial planning consultations Variable based on service levelFees are transparent with no hidden charges or compound interest
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I cancel my subscription?
You can cancel with 30 days notice. You'll continue to receive services through your current billing period, after which access will end.
Are there any setup fees or hidden costs?
No setup fees or hidden charges. The monthly subscription price includes all listed services, with applicable taxes clearly shown.
Ready to Start Planning?
Choose your plan and begin your journey toward better financial decision-making with expert guidance tailored to your goals.
Contact Us