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

Our team of experts are here for your financial journey

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?

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

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

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.

or

Financial Planner

360°

RM 1,399

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.

or

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

Financial Planner

Standard

RM 999

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.

or

Financial Planner

360°

RM 1,399

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.

or

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

Khairunnisa Rodzi, IFP

Why our customers love us

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

Certified Financial Planner (CFP)

Strive towards financial success with a planner you can trust