Simple, Transparent Pricing for Financial Planning
Choose the subscription plan that fits your financial planning needs. All plans include personalized consultations and analytical reviews with no hidden fees.
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 monthly check-ins.
- Monthly 30-minute consultation session
- Basic analytical review of your financial situation
- Email support for quick questions
- Access to planning resources and tools
No commission fees on recommendations
All prices include 6% SST (Sales and Service Tax)
Comprehensive Planning
Our most popular plan for serious financial planners who want detailed analysis and expanded consultation time.
- Monthly 60-minute consultation session
- Detailed analytical review with written summary
- Priority email and phone support
- Quarterly financial health assessment
- Access to exclusive planning workshops
Zero commission structure on all recommendations
All prices include 6% SST (Sales and Service Tax)
Premium Planning
Complete financial planning service for high-net-worth individuals requiring comprehensive analysis and unlimited support.
- Monthly 90-minute consultation plus mid-month check-in
- Comprehensive analytical review with detailed reports
- Unlimited email and phone support during business hours
- Monthly financial health assessment and progress tracking
- Priority access to specialized planning workshops
- Annual comprehensive financial strategy review
Completely commission-free advisory service
All prices include 6% SST (Sales and Service Tax)
Payment and Billing Information
Payment Terms and Billing
All subscriptions are billed monthly in advance. You can cancel anytime with service continuing until the end of your current billing period.
Billing occurs on the same date each month that you initially subscribed. Pro-rated adjustments apply for plan changes during billing cycles.
We accept major credit cards, online banking, and direct debit transfers through our secure payment processing partners.
Fee Structure and Tax Information
Our subscription model means we earn revenue only from your monthly fee, not from commissions on financial products we might discuss.
All displayed prices include 6% Malaysian Sales and Service Tax (SST) as required by law.
Tax rates may vary for international clients based on applicable tax treaties and local regulations.
No credit or lending products offered. Representative APR: Not applicable to consultation services.
Licensed by Securities Commission Malaysia SC6398410
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle, and we'll pro-rate any differences in cost.
What if I need to cancel my subscription?
You can cancel anytime through your account dashboard or by contacting us. Your service continues until the end of your current billing period, and no refunds are provided for unused portions.
Do you charge commissions on recommendations?
No, we operate on a pure subscription model. We don't earn commissions from any financial products or services we might discuss during consultations, ensuring our advice remains unbiased.
Are there any setup fees or hidden costs?
No setup fees, activation charges, or hidden costs. The monthly subscription fee shown includes all services in your chosen plan plus applicable SST.
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