Future-proof your financial planning with a Licensed Financial Planner (LFP)

Our team of experts are here for your financial journey

COMPARE PLANS

What is RinggitPlus Financial Planner?

Personal financial planning

When you consult with our Licensed Financial Planners on 1-on-1 online sessions, you will receive personalised recommendations on how to achieve your financial goals.

What’s included in our comprehensive financial plan?

  • An analysis of your overall financial overview including your cash flow, asset and liabilities, net worth and overall financial health.
  • An evaluation of your dependents profile and personal financial goals, followed by a game plan for you to achieve it.
  • Wealth Protection and Insurance Planning to ensure you get the best protection coverage for your buck
  • Investment Planning to assess your risk, review your portfolio and help you with retirement and education fund planning alongside with investment restructuring
  • Tax Planning to maximise your tax relief for more tax returns
  • Estate Planning to help you plan ahead for life events and scenarios that might arise

What will you get?

Private online consultation sessions with our LFP

Financial plan execution guides

Custom financial plan with unbiased advice and recommendations

Real-time chat support

A secure and encrypted link to send financial information to your LFP

Our clients' results speak for itself

Money saving

RM2,000+

Added to monthly savings

Retirement planning

RM4,000+

Additional yearly investment returns

Family financial planning

>RM300

Saved every month in insurance and takaful protection

Debt consolidation

100% success rate

With debt settlement strategies

Note: These numbers are based on the average financial result of our 33 clients* after consulting our Licensed Financial Planners

Why choose us?

CFP

Our planners are certified and licensed

We are licensed by the Securities Commission Malaysia

certified financial planner fees

Our rates are affordable, and up to 76%* cheaper than market rate

*In comparison to 27 LFPs in KL listed on Smartfinance.my

Conventional and Islamic Financial Planning are available

financial consult

100% online-based consultations

Get started with the right plan

Financial Planner

Standard

RM 999

3 payments of RM333 with Split

2 consultation sessions

Duration: 60 mins

To understand your overall financial needs and goals. We will assist you in prioritising
your financial goals based on your financial position.

Duration: 90 mins

To deliver the comprehensive financial plan with a detailed explanation and recommendation on how you can achieve your life goals.

Pay Now

or

Pay with Split

Financial Planner

360°

RM 1,399

3 payments of RM466.33 with Split

3 consultation sessions

Duration: 60 mins

To understand your overall financial needs and goals. We will assist you in prioritising
your financial goals based on your financial position.

Duration: 90 mins

To deliver the comprehensive financial plan with a detailed explanation and recommendation on how you can achieve your life goals.

Duration: 60 mins

This will be conducted 6 months after the 2nd session.
Your LFP will review your execution status and your investment strategy. They will also evaluate any changes in your financial standing and provide recommendations accordingly. Similarly, you could discuss any concerns you may have on other personal finance matters with your LFP.

Pay Now

or

Pay with Split

Not sure which plan is right for you? Click the WhatsApp button and chat with us

Financial Planner

Standard

RM 999

Or 3 payments of RM333 with Split

2 consultation sessions

Duration: 60 mins

To understand your overall financial needs and goals. We will assist you in prioritising
your financial goals based on your financial position.

Duration: 90 mins

To deliver the comprehensive financial plan with a detailed explanation and recommendation on how you can achieve your life goals.

Pay Now

or

Pay with Split

Financial Planner

360°

RM 1,399

Or 3 payments of RM466.33 with Split

3 consultation sessions

Duration: 60 mins

To understand your overall financial needs and goals. We will assist you in prioritising
your financial goals based on your financial position.

Duration: 90 mins

To deliver the comprehensive financial plan with a detailed explanation and recommendation on how you can achieve your life goals.

Duration: 60 mins

This will be conducted 6 months after the 2nd session.
Your LFP will review your execution status and your investment strategy. They will also evaluate any changes in your financial standing and provide recommendations accordingly. Similarly, you could discuss any concerns you may have on other personal finance matters with your LFP.

Pay Now

or

Pay with Split

Not sure which plan is right for you? Click the WhatsApp button and chat with us

Meet our expert financial planners

Our Licensed Financial Planner will be personally advising you

Certified Financial Planner - Priscilla Yong

Priscilla Yong, CFP

  • Licensed Financial Planner
  • Member of the Financial Planning Association Malaysia (FPAM) since 2014
  • Former Strategic Business Development Associate & Product Trainer at Great Eastern Life Berhad

Khairunnisa Rodzi, IFP

  • Licensed Financial Planner
  • Member of the Financial Planning Association Malaysia (FPAM) since 2019
  • Former Advisor in FA Advisory Sdn Bhd with 5 years of experience in Islamic Financial Planning

Why our customers love us

Get inspired by our customers who are closer to achieving their financial goals now

“My Financial Planner empathised with and understood my financial needs and goals. He even took the extra initiative to explain why I shouldn’t pursue one of my goals that would adversely impact my financial plan. [...] I’ll definitely recommend this to my friends.”
James Wong, 38Working professional
“My Financial Planner was very easy to talk to and [this makes me] feel less intimidated even though my financial knowledge was little. This is a very good programme for young adults who are starting their career as they’ll get a solid understanding of financial planning.”
Betty Jane, 29Young working professional with no children
“I’m a beginner and I haven’t started investing. The recommendation from my Financial Planner gives me a better direction on how I should approach my finances.”
Chwin Wern, 26Fresh graduate
“This programme is really good for working adults, as it gives an objective view of your assets. It allows you to reflect on your financial goal and helps you plan and make better financial decisions.”
Kar Mun, 31Recently married
“My Financial Planner covered most aspects of [personal finance]. He was very specific by using data to explain. The session was more comprehensive as compared to others I’ve attended before [...] It helped me weigh my next actions to build my financial plan.”
Mun Keong, 49Approaching retirement
“My Financial Planner was very professional. He was very focused on building my financial plan. He delivered his recommendations well. I trust him and his recommendations.”
Elaine, 39Mid-career working professional with 2 children
“It was a good session. I felt comfortable with the session being conducted via a video call. He established clear guidelines by establishing a framework and expectations for me [...] And, the best thing is that his recommendation wasn’t biased at all.”
Melissa, 35Single working professional
“I found out some shocking information about my overall financial situation – some past decisions that have impacted my financial growth. I’m glad that I took up this programme because now I have time to fix my financial situation and plan for my retirement.
Jo, 44Recently took on a new role
“This is a good programme. I think most Malaysians will benefit from it as we’re not a very financially literate nation.[...] I will definitely renew this plan after this year.”
Fatma, 35Married working professional with no children
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