planning.my

Our Story

In this era of high inflation, and high property prices, financial stress is high on most income earners. Do you have visibility of your own future financial well beings?

Is there something that you could do in the next 3 months to make your financial life, your professional life or your business life worse?

Is there something that you could do in the next 3 months that will make your financial life, your family life or your professional life better?

The answers to both questions are "YES". The point is you are not a victim. You are in control of your future. Your future is determined by the actions and choices you make today. We hope we can provide some useful ideas and information to you so that you can make wise financial decisions.

We recognize that there is a lack of financial literacy in the public of Malaysia. With that in mind, we hope our mission to create awareness can be achieved through the social media.

Financial planning is not insurance, or unit trust investment. Although these financial tools are used in implementing your financial plan, one main difference is the priority. Imagine a financial tool is like a car, and a financial plan is like a road map. You need a road map to drive a car from point A to point B. Like wise, you use financial tools to implement your financial plan so that you can reach your financial goals.

Identifying your financial goals, understand your current situation, and find out the gap between your current situation and your financial goals are more important than blindly assuming things will be fine when the time comes.

Message us now to schedule a Need Discovery consultation session with our professional consultants.