Malaysia · Independent & Fee-based 马来西亚 · 独立中立顾问

DIY most of it — get expert help on one area. 大部分自己来 — 只在一个领域获得专业协助。

Name: YourFinanceDoc 你的财务规划师
Address: MY
Price range: RM

Pick the single area you're stuck on — tax, investing, insurance, retirement and more — and get a focused, neutral plan for just that module. 选择你卡住的那一个领域 — 税务、投资、保险、退休等 — 针对该单一模组，获得专注、中立的规划。

Choose my module 选择我的模组

Licensed (BNM & SC)持牌顾问 (BNM & SC) Neutral — no product sales中立 — 不销售产品 11 modules to choose11 个模组可选

01 Choose one module选择一个模组

Goal Setting财务目标规划
Financial Health Check财务健康检测
Cashflow Management现金流管理
Personal Tax Planning个人税务规划
Investment Planning (Cash, EPF, PRS)投资规划
Insurance Comparison保险公司对比
Life Insurance Planning保险规划
General Insurance Planning综合险规划
Retirement Planning退休规划
Children Education Planning儿童教育规划
Estate Planning (Will, Trust)遗产规划

02 How it works如何进行

01 Pick & pay选择与付款

Choose your module in the form, submit your details, then confirm with payment.在表格中选择你的模组、填写资料，然后付款确认。

02 We plan it深入规划

We dig into that one area and build a focused, neutral plan around your situation.我们针对该单一领域，围绕你的实际情况制定专注、中立的规划。

03 You execute付诸执行

You get clear steps to carry out — and can add more modules whenever you're ready.你获得清晰的执行步骤 — 并可随时增加更多模组。

03 Common questions常见问题

What exactly is a "module"?什么是「模组」？

A single focused area of your finances — for example tax, investing, insurance or retirement. You get a deep, neutral plan for just that area.你财务中的单一聚焦领域 — 例如税务、投资、保险或退休。你会针对该领域获得深入、中立的规划。

Can I choose more than one module?我可以选择多个模组吗？

Yes. Each module is RM851 (inclusive of 8% SST). Pick one to start and add more any time — or move to a comprehensive plan if you want everything together.可以。每个模组 RM851（已含 8% 销售服务税）。可先选一个，随时再加 — 或选择全面性规划，一次涵盖所有。

Is your advice neutral?你的建议中立吗？

Yes. We are not tied to any insurer or fund house, sell no products, and earn no commission — the plan is built around your interests only.是的。我们不隶属任何保险或基金公司，不销售产品，也不抽佣金 — 规划只围绕你的利益。

Not sure which module I need?不确定我需要哪个模组？

Tell us your situation in the form. If a single module isn't the right fit, we'll say so and suggest a better option — no pressure.在表格中告诉我们你的情况。若单一模组不适合，我们会直说并建议更合适的选择 — 不施压。

How do I pay?如何付款？

After you submit the form, you'll see payment instructions. We begin once payment is received.提交表格后，你会看到付款方式。款项到账后我们即开始。

04 Start Here从这里开始

Choose your module 选择你的模组

Fill in your details and pick your module below. After submitting, you'll see how to confirm with payment. 填写资料并在下方选择你的模组。提交后，你会看到如何通过付款确认。

Financial Services Booking Form 单一财务规划模组

Full Name

Mobile Number

Occupation & Company

Annual Income

Modular Financial Planning 单一财务规划模组 (RM788 + 8% SST = RM851/module)

I agree that YourFinanceDoc may collect and use my details to respond to this enquiry, per the Privacy Policy. 我同意 YourFinanceDoc 收集并使用我的资料以回复此查询，并遵守隐私政策。

Your details are kept private and used only to arrange your planning session. See our Privacy Policy. 你的资料将被保密，仅用于安排你的规划咨询。请参阅我们的隐私政策。

One area at a time一次一个领域

Fix the one thing holding you back.解决那一件卡住你的事。

A focused, neutral plan for the module you choose — no products, no commission.针对你所选模组的专注、中立规划 — 不推销、不抽佣金。

Choose my module选择我的模组