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Connect with our Financial Coach and feel better immediately
Share your burning questions with us
Our Financial Coach will assess and offer recommendations for your goals
Our pricing is simple and transparent.
Your secured and worry-free financial future starts here.
Choose a plan and get started today!
- 1 monthBasic PlanOn-demand call for all your financial questionsRM499/ month
- 1 month validity
- Unlimited access to financial coach (WhatsApp Text only)
- Financial review on any preferred topics
- Suggested actions
- A recap
- Recommended12 monthsStandard PlanGuiding you every step of the way to your goals
- Solo
- Couple
RM1,299/ yearOnly RM108.25 a month- 12 months validity
- Unlimited access to financial coach (WhatsApp Text only)
- 360 personal finance health check
- Suggested actions
- Tailored action plan
- 12 monthsPlus PlanGuiding you every step of the way to your goals
- Solo
- Couple
RM2,399/ yearOnly RM199.92 a month- Unlimited access to Financial Coach
- At least 4-times consultation
- 360 personal finance health check
- A personalised financial report
- Tailored action plan
Choose this plan10% discount when you renew this plan
*Currently only applicable for HSBC, AMBANK & STANDARD CHARTERED VISA users
Complete features list
Basic 1 month for RM499.00 | Standard 12 months starting from RM1,299.00 | Plus 12 months starting from RM2,399.00 | |
|---|---|---|---|
ACCESS TO FINANCIAL COACH | UnlimitedConnect with your financial coach anytime, during working hours via WhatsApp Text within the validity period | UnlimitedConnect with your financial coach anytime, during working hours via WhatsApp Text within the validity period | UnlimitedConnect with your financial coach anytime, during working hours via WhatsApp Text and/or video call within the validity period |
NUMBER OF CONSULTATIONS | 1The session runs for 1 hour 30 minutes only | 3Each session runs for 1 hour | At least 4
|
ASSESSMENT LEVEL | TopicalReview 1-2 topics from 7 financial categories or goals, tailored to fit the session's duration
| 360 viewComprehensive 7-category financial assessment with goal setting and actionable recommendations
| 360-viewComprehensive 7-category financial assessment with goal setting and actionable recommendations
|
CONSULTATION OUTCOME | High LevelReceive suggested actions, knowing what to do next based on choice of preferred topics | Tailor-madeGet a step-by-step action plan designed for your situation to reach your goals | Tailor-madeGet a step-by-step action plan designed for your situation to reach your goals |
FINANCIAL ASSESSMENT | A ReviewVideo call consultation with self-directed note taking | A ReviewVideo call consultation with self-directed note taking | A ReportReceive a personalised 360-view of your personal finance assessment and tailored action plans |
- ACCESS TO FINANCIAL COACH
Unlimited
Connect with your financial coach anytime, during working hours via WhatsApp Text and/or video call within the validity period
- NUMBER OF CONSULTATIONS
At least 4
- Meet your Financial Coach Understand your financial situation
- Build a financial roadmap Review your financial situation and discuss on suggested actions plan
- Progress check-in Review your financial journey, and adjust your plan to stay on track with your goals.
- End of plan progress summary Reflect on your achievements after 1 year of consultation, and learn how to stay on course beyond the plan
- ASSESSMENT LEVEL
360-view
Comprehensive 7-category financial assessment with goal setting and actionable recommendations
- Cash Flow
- Insurance
- Investment
- Goals
- Tax Planning
- Estate Planning
- Retirement Planning
- CONSULTATION OUTCOME
Tailor-made
Get a step-by-step action plan designed for your situation to reach your goals
- FINANCIAL ASSESSMENT
A Report
Receive a personalised 360-view of your personal finance assessment and tailored action plans
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