Bespoke Financial Advisory
One-to-one consultation sessions with a professional regulated financial advisor by Bank Negara Malaysia, crafted for discerning individuals and professionals.
Essential Consultation
Focused strategic planning for specific financial goals.
RM240
per individual
- A 60-minute confidential online session with a regulated financial advisor.
- Ideal for targeted advice on wealth accumulation, retirement planning, or life insurance strategies.
- Does not include review of existing investment portfolios or insurance policies.
Comprehensive Review
In-depth analysis for a holistic financial overview.
RM1,200
per individual
- Up to 300 minutes of one-to-one online consultation, delivered across multiple sessions.
- Review of existing investment accounts and life insurance policies (valued at RM300). (Fair usage policy: up to 3 hours of advisor's time)
- A financial Lifetime Cash Flow Projection (valued at RM600), visualized via a dual-axis combination chart.
- All sessions must be utilized within a 12-month period.
Holistic Wealth Advisory
Our premier service for comprehensive, long-term financial stewardship.
RM6,000
per individual (RM9,600 per couple)
- Unlimited one-to-one online consultations for a full 12-month period.
- A comprehensive, certified financial report (valued at RM6,000).
- A financial Lifetime Cash Flow Projection (valued at RM600), up to twice.
- Deeply forensic review of all existing portfolios & policies (valued at RM1,500). (Fair usage policy applies)
Foundational Financial Guidance
A 90-minute online session with a dedicated associate, under the direct supervision of a licensed financial advisor. This introductory service is ideal for individuals beginning their financial journey and seeking to establish core principles in a structured, professional setting.
RM60
Book a SessionAn Enduring Partnership in Wealth Stewardship
Our commitment extends beyond singular consultations. For discerning clients who envision a sustained, long-term strategic partnership, we offer bespoke annual planning through the exclusive services of Paramount Private Wealth.
This elevated service ensures your financial architecture evolves in lockstep with your ambitions. To maintain a lucid, forward-looking perspective on your financial trajectory, you will receive a complimentary Lifetime Cash Flow Projection (worth RM600) annually. First-year clients receive this projection twice, establishing a robust foundation for our strategic journey together. Furthermore, our private wealth clients are entitled to a preferential rate of 50% off the comprehensive certified financial report, should they require an updated in-depth analysis.
Wealth Protection
Implementing sophisticated frameworks to insulate your capital from market volatility and against complex liabilities.
Wealth Accumulation
Deploying strategic, institutional-grade solutions to amplify your net worth and capitalize on market opportunities.
Wealth Consumption
Architecting a sustainable cash flow strategy to support your desired lifestyle throughout all life stages.
Wealth Transfer
Structuring a tax-efficient and seamless transition of your estate to preserve and continue your legacy.
Feature Matrix
Select the advisory level that best aligns with your objectives.
Essential
Consultation
Comprehensive Review
Best ValueHolistic Wealth Advisory
Signature ServiceParamount Private Wealth
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