You are one step away from a world of Premier benefits to simplify and grow your personal finances towards achieving your financial freedom…
With MyPF Premier, you get the best of MyPF’s extensive financial expertise simply and immediately to grow your personal finances with confidence.
Your MyPF Premier benefits include:
- Your dedicated advisor guiding financial goal setting, reviews, knowledge-sharing and advice.
- Regular consultation to help share experience, expertise, and answer your financial queries.
- Hands on learning on investing including shares, properties, and other investments.
Financial planning with licensed financial planners complete with financial report.
Personal Finances Reviews (PFR)
- Your very own Personal Finances Review covering everything from assessment to action plan.
- A comprehensive and dynamic process covering:
- Balance Sheet, Wealth Status, and Net Worth
- Income, Expenses, and Passive Income
- Budgeting, Cashflow, and Financial Goal Setting
- Estate Planning for Final and Family Expenses
- Risk Management for Life and Assets
- Investment Returns, Asset Allocation, and Portfolio Planning
- Retirement Planning, and Financial Independence
- Regular reviews to help you plan and reach your financial goals.
- Property planning (own stay/investing)
- Marriage/wedding budgeting and planning
- Children’s education planning
- ASB Investment and Financing
- Debt management
- Know the actual performance of your current investments and how to invest purposefully.
- Learn how to invest in shares, properties, and other investment asset classes.
- Learn investment planning, goal setting and asset allocation to improve returns, and reduce risk.
Premier Site Access
- Bursa Malaysia, REITs, NYSE, Nasdaq, property and private equity (PE) insights.
- Malaysia and US stocks watchlist and 7-star screens.
- Sample portfolios with historical track record of above 20% per annum returns.
- Members articles and guides for your Personal Finances mastery.
- Downloadable Premier Resources including templates and guides.
- Exclusive reports giving you an edge with your personal finances and investing.
- Regular reports made available to you throughout the year.
- Actionable content allows you to make better decisions with real financial benefits.
Discussion Group Access
- Members discussion groups access on social media including WhatsApp, and Fb groups.
- Discussion on personal finances, money management, investing, economy and more.
- Share and discuss with advisors and other members on personal finances and investing.
Other Membership Benefits
- Financial Health Check, Credit Report and Credit Score, Property Listing, Risk Review, Wealth Management, and other Members Services.
- As low as 0% sales charges for unit trust investing.
- Members deals and promotions.
- Priority on MyPF events and updates.
- and more!
- Premier Annual Subscription + Modular Financial Planning: RM1,000
- Premier+ Annual Subscription + Full Financial Planning: RM3,000 (or 0.1% total assets whichever higher
- Subject to 6% SST and administration fee of RM60 (Premier) / RM100 (Premier+)
- Bank: Maybank
- Account Number: 557139254030
- Account Name: MYPF SERVICES PLT
- Email: billing [at] mypf.my
- Instructions: Please send receipt after transfer made