Financial Solutions

//Financial Planning
Financial Planning2019-05-03T12:49:10+08:00

As featured on

simplify and Grow Your Personal Finances

We provide you online financial tools, insights, and connect you to dedicated financial advisors to help you simplify and grow your personal finances with confidence.

Membership Plans

  • Wealth Measurement

  • Risk Review

  • Estate Planning

  • Investor Risk Profile

  • Members Articles

  • Discussion Groups

  • Everything in Members

  • Licensed Financial Planner

  • My Life Priority Report

  • Financial Health Check

  • Focused Advisory on Chosen Area

  • Recommended Solutions

  • Modular Implementation Meeting

  • Half Yearly Review

  • Annual Review

  • Everything in Members

  • Licensed Financial Planner

  • Full Financial Plan Report

  • Annual Action Plan

  • Holistic Financial Advisory

  • Recommended Solutions

  • 4 Full Implementation Meetings

  • Active Performance Management

  • Managed Portfolios 0% Sales Fee

  • Quarterly Reviews

  • Half Yearly Review

  • Annual Review

Your Holistic Financial Plan

A comprehensive financial plan incorporates 6 key areas of personal finance:

  • Investment Management
  • Risk Management & Insurance
  • Goals Planning
  • Estate Planning
  • Debt Management
  • Tax Planning

Cash Management

Cash management is important to:

  • Determine your cash reserve requirements
  • Increases the potential amount that can be invested
  • Know your ideal investable amount
  • Set aside cash reserves before investing

Risk Management

Risk management is necessary to:

  • Minimize financial shocks and stress
  • Find out just the right amount of coverage to match your life priorities
  • Minimize overlaps and cut unnecessary costs
  • Safeguard financial continuity for you and your family if a risk occurs

Investment Planning

Investment planning helps you achieve better returns while minimizing your risks:

  • A diversified portfolio gives you better returns as asset classes perform differently over time
  • Proactive investing comparing different investment assets for the best performers
  • Minimizing investment costs to maximize potential returns

Active Performance Management

Active performance management is actively tracked and implemented including:

  • Rebalancing investment asset allocations to target allocations
  • Restructuring underperforming to best of breed investment asset categories
  • Profit taking to lock in investment gains when opportunities arise

Performance Monitoring

Performance management and monitoring helps you to know whether you are on track to achieve your plans:

  • You receive ongoing advisory services when you face new financial challenges or receive new financial proposals
  • You get support from our team of professionals and business partners

Financial Life Priority Tracking

Your financial goals and priorities are set and tracked in a timely manner where:

  • Assets are clearly earmarked for each goal so there’s no confusion or mix-up of assets
  • Liquidation process starts 3 years before funding is required
3000

Members

300

Financial Planning Clients

MyPF connects clients with licensed advisors and solutions. Past performance is not a guarantee nor indicative of future performance.
30

Licensed Advisors

“Having a financial plan in place and proper insurance coverage provides peace of mind for myself and my loved ones. Savings created from good financial planning prove beneficial especially in difficult times. Now having a better financial plan, I will be able to improve, control, and hopefully sustain my financial lifestyle.”
~ Angeline, Selangor

”My gratitude to you for walking the financial journey with me… from planning, saving, investing… from I didn’t care about my finances… I learned rather a bit now… from having debts… till now I do save … I am very happy with your service.”
~ Wong, Penang

“InsyaAllah we now have our financial plan, tailored specifically according to our own situations, needs, and goals. We covered diagnostics, recommendations and action plan. The best thing is that the Independent Financial Adviser is not attached to any one product and the approach is not pushing products. I was advised from cash flow, children’s education, haj planning, insurance protection, retirement planning, wasiat, tax, zakat, etc.”
~ Siti, Kuala Lumpur

“Setelah advisor terangkan tentang skop Perancangan Kewangan Penuh (Full Finanical Planning), kami rasa boleh cuba. Harap-harap kami dapat lihat impak kepada keadaan kewangan kami. Selang berapa bulan apabila telah mengaturkan pengstrukturan pinjaman bank kami, kami mula nampak perbezaan kepada aliran tunai kami, dimana ia bertambah sepertimana yang dibentangkan kepada kami pada mulanya. Kami berasa sangat yakin dengan keadaan kewangan kami dan berterimakasih atas nasihat dari advisor. Pastinya keputusan untuk membuat Perancangan Kewangan Penuh adalah terbaik!!”
~ Asri & isteri, Kuala Lumpur

“我终于可以好好做自己,无需在每天醒来时担心卡债利息的事,过去心惊胆战的日子突然全都不见了!我真的哭了,終於跨过了这个煎熬——不止解决了10多千的卡债,还一并还清了车贷,每月现金流由负转正,多余的钱还可为应急基金和退休基金做准备。我仅保留一张信用卡作为平日用途,承诺自己不再背负卡债。感谢通过财务规划,引导我看见自己的问题,并尽力为本身财务人生负责。财务规划真的很重要,每个人都需要它!”
~ GL, Kuala Lumpur

Choose to simplify and Grow

Your holistic financial plan is your personalized financial navigator that tells you where you are today and how to get to your intended financial destination.