A calm study space representing financial learning

Finance Education · Kuala Lumpur

Your Financial Understanding, Deepened at Your Own Pace

Structured learning programmes for Malaysians 40 and above — covering the essentials of personal finance, retirement planning, and estate considerations.

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+60 3-2184 6379 [email protected] Licensed Financial Planners

Our Programmes

Three Pathways, One Direction

Each programme is paced for learners who appreciate depth over speed — with real support, Malaysian context, and content you can carry into everyday decisions.

8 Weeks

Foundations of Financial Wellbeing After 40

A measured return to the essentials — budgeting for mid-career households, EPF and PRS literacy, insurance basics, and unit trust fact sheets, all in a supportive setting.

Pre-recorded lessons + monthly live Q&A
Printed workbook included
Private learner forum

RM 745

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12 Weeks

Retirement Planning Pathway

A step-by-step look at retirement at 55, 60 or 65 — EPF mechanics, PRS strategies, Malaysian tax reliefs, healthcare planning, and drawing down savings thoughtfully.

One-to-one session with licensed advisor
Worked examples from Malaysian households
Printed retirement-planning ledger

RM 1,680

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20 Weeks

Legacy Portfolio Programme

For those approaching 50 and beyond — portfolio construction, estate considerations, hibah, wasiat drafting, Malaysian REITs, bonds, and trustee roles, with flexible pacing.

Six one-to-one advisory sessions
Personalised written financial plan
24-month access to archived sessions

RM 3,285

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Is Now a Good Time to Review Your Financial Picture?

Our advisors are available to talk through which programme fits where you are today. There is no obligation — only an open conversation.

Book a Conversation +60 3-2184 6379

Common Questions

Things People Often Ask

Do I need prior finance knowledge to join?

No prior knowledge is assumed. The Foundations programme is designed precisely for those returning to financial study after many years, and our other courses build from clear starting points as well.

Are the programmes conducted entirely online?

The core learning is delivered as pre-recorded sessions you can watch at a pace that suits you. Live Q&A sessions and one-to-one advisory meetings are held via video call, so you never need to travel.

What language are the courses delivered in?

All programmes are delivered in English, with reference materials in Bahasa Malaysia available on request. Our advisors can also conduct one-to-one sessions in Bahasa Malaysia if that is more comfortable for you.

Who leads the advisory sessions?

All advisory sessions are led by licensed financial planners registered with the Securities Commission Malaysia. The Legacy Portfolio Programme also includes a guest session with a licensed lawyer for estate and wasiat matters.

How do I pay, and are instalment arrangements available?

We accept FPX online banking transfers and major Malaysian credit and debit cards. Instalment arrangements are available for the Retirement Planning Pathway and Legacy Portfolio Programme — please ask our team when you enquire.

What happens if I need to pause partway through a programme?

Life moves in its own rhythm. We offer a one-time pause of up to eight weeks for each enrolment, with your progress and access fully preserved. Simply reach out to our team and we will arrange it for you.

Find Us

Our Kuala Lumpur Office

Jalan Tun Razak 28, 50400 Kuala Lumpur, Malaysia

Reach Us

We Would Be Glad to Hear From You

Use the form below or call us directly. Our team responds to all enquiries within one working day.

Contact Details

Phone

+60 3-2184 6379

[email protected]

Address

Jalan Tun Razak 28
50400 Kuala Lumpur, Malaysia

Office Hours

Monday – Friday: 9:00 am – 6:00 pm
Saturday: 10:00 am – 2:00 pm
Sunday & Public Holidays: Closed

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