Professional Financial Planning Subscriptions
Explore comprehensive monthly consultation plans designed to provide personalized financial guidance and professional support tailored to your unique circumstances and long-term goals
Essential Planning
Perfect for getting started with professional financial guidance
- Monthly 45-minute consultation sessions
- Basic financial analysis and planning guidance
- Email support between sessions
- Access to planning resources library
- Quarterly progress reviews
All fees transparent, no hidden charges or commissions
Comprehensive Planning
Complete financial planning solution for serious planners
- Monthly 60-minute detailed consultation sessions
- Comprehensive financial analysis and strategic planning
- Priority email and phone support
- Personalized planning documents and reports
- Quarterly comprehensive progress reviews
- Access to exclusive planning tools and calculators
Transparent fee structure with comprehensive service inclusion
Premium Planning
Ultimate financial planning experience with premium support
- Bi-weekly 60-minute consultation sessions
- Advanced financial modeling and scenario planning
- 24/7 priority support via multiple channels
- Detailed custom reports and planning documents
- Monthly progress reviews and strategy adjustments
- Exclusive access to advanced planning resources
- Complimentary annual financial planning seminar access
Premium service with complete transparency and no additional fees
All prices include applicable Malaysian service tax (SST) where required
Licensed by Securities Commission Malaysia (SC0741632904)
Important Financial Information
Individual results may vary significantly based on personal circumstances
Past performance does not guarantee future results
Service fees represent monthly subscription charges, not loan or credit products: N/A - Consultation services, not credit productsMonthly fees may be subject to service tax adjustments based on regulatory changes
Detailed Plan Comparison
| Service Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time allocation | |||
| Personalized planning documents included | |||
| Between-session support availability | |||
| Progress review frequency | |||
| Additional resources and tools access | 45 min, Basic docs, Email only, Quarterly, Standard | 60 min, Comprehensive docs, Priority support, Quarterly, Enhanced | 60 min (bi-weekly), Custom reports, 24/7 support, Monthly, Premium |
Frequently Asked Questions
What's included in the monthly consultation fee?
Your monthly fee covers all consultation sessions, personalized planning guidance, email support, progress reviews, and access to our planning resources library. There are no additional charges for standard consultation services within your chosen plan level.
Can I change my plan or cancel my subscription?
Yes, you can upgrade or downgrade your plan at any time, with changes taking effect at your next billing cycle. Cancellation requires 30 days advance notice and becomes effective at the end of your current billing period.
How do consultation sessions work?
Consultation sessions are conducted via secure video calls at times convenient for your schedule. Each session focuses on your specific financial situation, goals, and concerns, providing personalized guidance and actionable insights tailored to your circumstances.
Ready to Transform Your Financial Future
Take the first step toward better financial understanding and confidence with professional consultation services designed around your unique needs and goals. Start your journey today with our expert guidance team.
Contact Our Team