Choose Your Plan
Flexible financial planning subscription options designed for different needs and circumstances
Essential Planning
Perfect for getting started
per month
- Monthly 30-minute consultation
- Basic financial review and guidance
- Email support between sessions
- Access to planning resources
- Advanced planning strategies not included
- Tax optimization guidance not included
Professional Planning
Comprehensive monthly guidance
per month
- Monthly 60-minute consultation
- Comprehensive financial planning
- Tax optimization strategies
- Retirement and wealth building guidance
- Priority email and phone support
- Quarterly progress reviews
Executive Planning
Premium service for complex needs
per month
- Monthly 90-minute consultation
- Advanced planning strategies
- Estate planning coordination
- Business and personal integration
- Dedicated advisor relationship
- Unlimited communication access
All prices include applicable GST
Payment Processing: 2.9% payment processing fee applies to all transactions
Representative APR: N/A (subscription service, not credit product)
Important Information
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Optional Add-On Services
Specialized Tax Review
Detailed tax planning consultation beyond standard service
Estate Planning Session
Comprehensive estate planning guidance and documentation review
Common Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription with one month's notice
Are there setup fees?
No setup fees apply. Your first consultation is included with your initial monthly payment
What happens if I cancel?
You can cancel anytime with 30 days notice. No cancellation fees apply
Licensed by Securities Commission Malaysia SC-618424