Build a future-proof personal financial plan with a Certified Financial Planner (CFP)

Consult our expert planners 1-on-1 and start planning for your financial success

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Certified Financial Planners (CFP) in Malaysia

What is RinggitPlus Financial Planner?

Personal financial planning
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Consult one of our Certified Financial Planners in 1-on-1 online sessions and get all the tools to achieve your financial goals, including

  • All-inclusive 30-40 page financial report 
  • Personalised financial plan 
  • Unbiased advice and recommendations
  • Financial plan execution guide

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 Certified Financial Planners

Why choose us?

We’re more affordable, up to 83%* cheaper than market rate

*Compared to 27 CFPs in KL listed on Smartfinance.my

Consultations are 100% online

Our planners are certified and licensed

We offer unbiased recommendations

We’re Malaysians’ go-to Personal Finance website

Get started with the right plan

We design plans that help you make the most of your money 

Financial Planner

Standard

RM 699

Inclusive of:

  • 2 consultation sessions with your planner
  • Expert analysis of your situation (debt, investment, insurance, savings, etc)
  • Personal financial goals assessment report
  • Tailored execution strategy advice
  • 6-months progress monitoring and adjustment report
Pay Now

Most Popular

Financial Planner

Plus

RM 999

Inclusive of:

  • 3 consultation sessions with your planner
  • Expert analysis of your situation (debt, investment, insurance, savings, etc)
  • Personal financial goals assessment report
  • Tailored execution strategy advice
  • 6-months progress monitoring and adjustment report
Pay Now

Financial Planner

360°

RM 1,199

Inclusive of:

  • 4 consultation sessions with your planner
  • Expert analysis of your situation (debt, investment, insurance, savings, etc)
  • Personal financial goals assessment report
  • Tailored execution strategy advice
  • 6-months progress monitoring and adjustment report
Pay Now

Financial Planner

Add-On

RM 300

Inclusive of:

Get an extra 1-hour session where you can discuss: 

  • Realigning your goals
  • Goals execution strategy
  • Progress monitoring and strategy adjustment
  • Or, any topics that will move you towards your goals

Note:

You must have purchased or started any of the Advance plans before purchasing this add-on

Top Up

Financial Planner

Standard

RM 699

Inclusive of:

  • 2 consultation sessions with your planner
  • Expert analysis of your situation (debt, investment, insurance, savings, etc)
  • Personal financial goals assessment report
  • Tailored execution strategy advice
  • 6-months progress monitoring and adjustment report
Pay Now

Most Popular

Financial Planner

Plus

RM 999

Inclusive of:

  • 3 consultation sessions with your planner
  • Expert analysis of your situation (debt, investment, insurance, savings, etc)
  • Personal financial goals assessment report
  • Tailored execution strategy advice
  • 6-months progress monitoring and adjustment report
Pay Now

Financial Planner

360°

RM 1,199

Inclusive of:

  • 4 consultation sessions with your planner
  • Expert analysis of your situation (debt, investment, insurance, savings, etc)
  • Personal financial goals assessment report
  • Tailored execution strategy advice
  • 6-months progress monitoring and adjustment report
Pay Now

Financial Planner

Add-On

RM 300

Inclusive of:

Get an extra 1-hour session where you can discuss: 

  • Realigning your goals
  • Goals execution strategy
  • Progress monitoring and strategy adjustment
  • Or, any topics that will move you towards your goals

Note:

You must have purchased or started any of the Advance plans before purchasing this add-on

Top Up

Meet our expert financial planners

Our certified pros will be personally advising you

Hann Liew

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Member of the Financial Planning Association Malaysia (FPAM)
  • Former Assistant VP, Equities and Funds Structured Markets at Barclays Capital in the UK

Azril Ikram

  • Islamic Financial Planner (IFP)
  • Chartered Financial Analyst (CFA)
  • Member of the Financial Planning Association Malaysia (FPAM)
  • Former Senior Analyst at Bank Negara Malaysia

Priscilla Yong

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

Roshan Kanesan

  • Certified Financial Planner (CFP)
  • Member of the Financial Planning Association Malaysia (FPAM)
  • Former Business and Personal Finance Producer & Broadcaster with BFM89.9 - The Business Station

Why our users love us

Get inspired from our users who are a step closer to 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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