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Financial Planning
Having a financial road map is important in achieving your financial goals.

At PLANNING.MY, we believe in spreading a message—a message that good financial literacy and proper planning will help millions of people in Malaysia achieve financial security and freedom without sacrificing the fulfilment of their life purpose. This website is born out of this vision. We hope our sharing will lead to actions by you to take back control of your life. If you have a good financial road map, you can get out of the rat race sooner than you think is possible.

We understand that professionals and business owners usually keep a busy schedule. Whether you are a professional such as a doctor, lawyer, accountant, engineer, architect, manager or business owner, we want to help you build your passive income and create a succession plan that will ensure a smooth transition of wealth to your next of kin. We specialize in helping professionals and business owners in retirement planning and estate planning. Schedule a Clarity & Discovery Call with us. We would like to understand your needs and concerns so that we can work together to create a holistic plan that meets your special needs. We strongly believe that each individual is unique, and therefore you deserve a customized solution that can meet your specific needs.

Financial planning is like driving a car. You might own a vehicle with a powerful engine, but without a proper road map or GPS, you might not reach your destination. So buckle up, and let’s enjoy the journey together!

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