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Connect with our Financial Coach and feel better immediately
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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 PlanGuiding you to address specific financial goalsRM499/ month
- 1 month validity (from first consultation)
- 1.5 hour online consultation
- Unlimited access to financial coach (WhatsApp only, throughout the 1 month)
- Review up to 2 financial areas of concern
- Suggested actions
- Recommended12 monthsStandard PlanGuiding you every step of the way to your goals
- Solo
- Couple
RM1,299/ yearOnly RM108.25 a month- 12 months validity (from 1st online meeting)
- 3 x 1 hour online consultation
- Unlimited access to financial coach (WhatsApp only, throughout the 12 months)
- 360° personal finance health check
- Tailored action plan
- 12 monthsPlus PlanGuiding you every step of the way to your goals
- Solo
- Couple
RM2,399/ yearOnly RM199.92 a month- 12 months validity (from 1st online meeting)
- At least 4 times consultation
- Unlimited access to financial coach (WhatsApp and online meeting, throughout the 12 months)
- 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 within the validity period | UnlimitedConnect with your financial coach anytime, during working hours via WhatsApp within the validity period | UnlimitedConnect with your financial coach anytime, during working hours via WhatsApp 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 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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