How much my fees are?
There are three types of fee-based services.
Individual Financial Health Check / Financial Coaching
- Annual financial report card for non-advisory client. A series of non-advisory discussion per single life priority, ranging from investment, wealth accumulation, wealth protection to estate planning.
- Very affordable to individuals regardless of age and professions. Prepared professionally that cover FOUR main areas of personal finances : cashflow, networth, wealth accumulation and wealth protection.
Starting from : RM380 (2 hours)
Modular Financial Planning
- A single scope of life that provides report, involves advisory and recommended solutions. There will be monitoring and implementation process throughout the engagement. The meeting is not frequent, and there will be half yearly review and annual review at the end of the engagement.
Starting from : RM1,500
Comprehensive Full Financial Planning
- Holistic Financial Roadmap with an Annual Action Plan
- Covering from Goals Identification, Couple Financial Planning, Behavioural Conversations, Cashflow, Networth summary, Investment Management, Retirement Planning, Scenarios Planning, Insurance and Risk Management, Estate Planning, Debt Management, Tax Planning and Zakat Planning (for Muslim)
Starting from : RM3,900
Corporate Financial Awareness Workshop
- Hourly basis to a full day programme. Program participants will have full access to our professional licensed financial planners for their financial needs.
- Each program participant can also receive a personal Financial Pulse report administered by a licensed financial planner.
Starting from : RM700/hour
