Transparent Consultation Pricing for Serious Financial Planning
One comprehensive monthly subscription covering all your professional financial planning consultation needs
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
$199
per month
- Two monthly consultation sessions (phone or video)
- Basic financial analysis and goal setting
- Email support for quick questions
- Resource allocation guidance documents
Comprehensive Planning
Complete financial planning consultation for serious goal achievement
$250
per month
- Unlimited monthly consultation sessions
- Detailed financial analysis and planning documents
- Priority email and phone support
- Market insights and allocation guidance
- Quarterly financial review sessions
Premium Partnership
White-glove consultation service with exclusive access
$399
per month
- Unlimited consultation access including weekends
- Advanced financial modeling and scenario analysis
- Direct advisor mobile access for urgent matters
- Monthly written financial review reports
- Tax planning consultation integration
- Estate planning coordination assistance
Pricing Details and Terms
- All prices include applicable Malaysian SST and processing fees
- No hidden fees or commission charges on consultation services
- Subscription payments do not carry interest charges or APR calculations
Licensed by Securities Commission Malaysia (SC) License No. SC-FP-2023-3955
Optional Add-On Services
Document Preparation Service
Professional preparation of financial planning documents and reports
$99 per document package
Learn MoreSpecialist Referral Coordination
Coordination with tax professionals, legal advisors, and other specialists
$149 per referral coordination
Learn MoreFrequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your consultation plan at any time. Changes take effect at your next billing cycle without penalties or fees.
What happens if I miss a consultation session?
Missed sessions can be rescheduled within the same month. We understand life happens and work flexibly with our clients to ensure you receive full consultation value.
Do you offer refunds for unused services?
We don't provide refunds for partial months, but you can cancel anytime with 30 days notice. Your consultation access continues until the end of your current billing period.
Ready to Start Your Financial Planning Journey?
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