Choose Your Plan
Transparent pricing for professional financial planning guidance. No hidden fees, no product sales — just honest advice tailored to your needs.
Results may vary based on individual circumstances and market conditions
Past performance does not guarantee future results.
Essential Plan
Perfect for getting started with financial planning
- Monthly 30-minute consultation session
- Basic financial health review
- Email support between sessions
- Access to planning resources
- Limited to basic guidance
Commission: 0% - We don't sell products
Professional Plan
Comprehensive guidance for serious planners
- Monthly 60-minute consultation session
- Detailed financial analysis and review
- Goal-oriented planning sessions
- Priority email and phone support
- Quarterly progress reviews
Commission: 0% - No product sales
Premium Plan
Maximum support for complex financial situations
- Two 60-minute sessions per month
- Comprehensive financial planning review
- Advanced analytical perspectives
- Unlimited email and phone support
- Monthly progress tracking
- Ad-hoc consultation availability
Commission: 0% - Consultation-focused service
Important Information
All prices include GST where applicable
Secure payment processing with monthly billing cycle
Representative APR for payment plans N/A - No financing offeredSubscription payments only - no credit terms
Licensed by Securities Commission Malaysia (SC) License No. CM030-2025
Compare Plans
Features | Essential Plan | Professional Plan | Premium Plan |
---|---|---|---|
Monthly consultation time | |||
Financial analysis depth | Basic review | Detailed analysis | Comprehensive review |
Support availability | |||
Progress tracking | |||
Additional sessions |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I cancel my subscription?
You can cancel anytime with 30 days' notice. You'll continue to have access until the end of your current billing period.
Do you offer refunds?
Subscription fees are generally non-refundable, but we'll work with you if there are exceptional circumstances or service issues.
Ready to Start Planning?
Join 991 clients who trust us with their financial planning journey. No commitments beyond the monthly subscription.
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