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simplify and Grow Your Personal Finances

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

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Membership Plans

  • Personal Finance

  • Wealth Measurement

  • Risk Review

  • Estate Planning

  • Investor Risk Profile

  • Members Articles

  • Discussion Groups

  • Financial Planning

  • Personal Finance Tools

  • Modular Financial Planning Report

  • Credit Report

  • Financial Advisory Team

  • Advisory Services

  • Financial and Retirement Planning

  • Life Insurance Review

  • Tax Optimisation

  • Advisory on Chosen Area (Investing / Risk / Estate Planning)

  • Portfolio Implementation

  • Managed Portfolios

  • Income Portfolios

  • Retirement Portfolios

  • Money Market Funds

  • Everything in Premier

  • Financial Planning

  • Full Financial Planning Report

  • Paraplanners Support

  • Access to Specialists

  • Advisory Services

  • Advisory on Investing, Risk & Estate Planning

  • Financial Decisions Support

  • Investment Portfolio Customisation

  • Wealth Planning (Estate, Tax & Legacy)

  • Quarterly Financial Reviews

  • Portfolio Implementation

  • As low as 0% sales charge on portfolios

  • Active Performance Management

  • Discretionary & Customized Portfolios

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
Get Your Holistic Financial Plan
5000

Members

400

Financial Planning Clients

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

Licensed Financial Planners

“Looking to LEVEL UP your finances but not sure how to start? Consider engaging a financial planner for guidance! It has been 3 years since I started working with my financial planner. I’ve managed to optimize my overall finances – from ✅ investments, ✅ insurance, ✅ cashflow, and ✅ estate planning. Let me walk you through my experience (and results), and help you decide if getting a financial planner is something for you!”
~ Yi Xuan, Founder of NoMoneyLah (Read 3-year review)

“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

“What happens when a cocky DIY Investor (me) gets advice from a licensed financial planner? But maybe this independent streak of mine; believing I can learn anything from the Internet is sometimes a weakness. Actually, it’s kinda arrogant. And if there’s one thing I’ve learned about growing older, it’s you don’t have that much time to DIY anymore. Oftentimes, the smart thing to do is work with an expert, a professional.
~ Aaron Tang @ mr-stingy, founder (Read review)

“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 Nur’Rahmah, Kuala Lumpur

“Terbaik, baru selesai sesi tazkirah dengan financial planner. Sekarang dah tahu status kewangan semasa dan apa yang perlu dibuat untuk perbaiki kekurangan. Siapa berminat nak dapatkan khidmat perancang kewangan yang bertauliah, boleh daftar.”

“All these while I’m advising people and helping those who are in need. Now only I get the advice from licensed financial planners. Now that I know how much shortfall there really is. Have to keep on hustling and make plans to retire early. Thanks to my financial planner for this wonderful journey.”
~ Eza Ezamie, CEO Smart Investor

“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

FREE Consultation with a Licensed Financial Planner!

Get a complimentary holistic initial consultation with a licensed financial planner, and a trial MyPF Premier site membership.










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    No charge or credit card information necessary for registration. Licensed financial planning and financial solutions are provided by licensed financial solution providers (See disclosure). Any FREE trial offers are for first time registration only. In case of any dispute, MyPF reserves the right of final decision. Your registration indicates an agreement to the MyPF terms of use. We will never misuse your information (Privacy Policy). Please whitelist @mypf.my to ensure you receive emails from MyPF.

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