Financial Planning Consultation Pricing
Choose the consultation approach that fits your needs
Essential Consultation
Basic financial planning discussions for straightforward situations
per month
- Monthly 60-minute consultation session
- Basic financial planning discussion
- Email support for follow-up questions
- Access to general planning resources
- Session notes and action items
Comprehensive Planning
In-depth analysis and ongoing guidance for complex financial situations
per month
- Two monthly consultation sessions (60 minutes each)
- Comprehensive financial analysis and discussions
- Priority email and phone support
- Custom planning worksheets and tools
- Detailed session summaries and recommendations
- Quarterly financial check-in sessions
Premium Advisory
Unlimited consultation access with dedicated advisory support
per month
- Unlimited monthly consultation sessions
- Advanced financial planning and analysis
- Direct phone access to your dedicated consultant
- Personalized financial planning materials
- Monthly written financial summaries
- Tax planning and optimization discussions
- Estate planning consultation included
All prices include applicable Malaysian taxes (SST where applicable)
We do not receive commissions from financial product sales
Licensed financial consultant under Bank Negara Malaysia guidelines
Representative APR N/A - consultation services onlyNo financing or credit products offered
Important Service Information
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your consultation plan with 30 days' notice. Changes take effect at your next billing cycle. Results may vary based on individual circumstances and consultation frequency.
What happens if I miss a scheduled consultation?
We understand schedules change. Missed sessions can typically be rescheduled within the same billing period, subject to consultant availability. Unused sessions don't carry over to the next month.
Are there any additional fees or charges?
No hidden fees. The monthly subscription covers all consultation services within your chosen plan. Additional materials or extended sessions beyond your plan limits may incur extra charges, which we'll discuss beforehand.
Questions About Pricing?
Not sure which consultation plan fits your needs? Our team can help you choose the right approach based on your financial planning goals and complexity.
Contact Us