MyPF Premier Membership & Financial Planning Consultation FREE

5
MyPF Premier Membership & Financial Planning Consultation FREE



Financial education is a powerful driver towards financial independence. We can learn how to make better financial decisions in a disciplined and holistic manner. Sadly, financial education is sorely lacking in most schools and homes.

We need to invest in ourselves to learn, plan and take action for our financial well-being. The true worth of financial freedom is a life focused not merely on money but on true freedom in time, wealth, and meaningful relationships.

MyPF is an award-winning personal finance platform dedicated to help you simplify and grow your personal finances. Gain access to online personal finance tools and insights used by both clients and finance professionals.

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 financial expertise with licensed financial planners and Premier Insights to simplify and grow your personal finances with confidence.

Your MyPF Premier benefits include:

Advisor Consultation

  • Your dedicated financial planner guiding your 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

Financial planning with licensed financial planners complete with financial reports.

  • Your very own unique personalized financial plan covering everything from assessment to goal setting to implementation.
  • Financial planning and licensed solutions provided through independent financial advisers (IFAs) and licensed solutions partners.
  • A comprehensive and dynamic process covering:
    • Balance Sheet, Wealth Status, and Net Worth
    • Income, Expenses, and Passive Income
    • Budgeting, Cash Flow, 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 life goals.
    • Property
    • Marriage/Wedding
    • Children
    • Education
    • Pilgrimage
    • Retirement
    • Financial Freedom

Investing and Asset Allocation

  • Know the actual performance of your current investments and how to invest purposefully.
  • Learn how to invest in equities, properties, bonds and other investment asset classes.
  • Learn investment planning, goal setting and asset allocation to improve returns, and reduce risk.
  • Invest in global conventional and Islamic managed portfolios with sales charge as low as 0%.

Premier Site Access

  • Local and global equities, property, PRS and REITs market insights.
  • Sample portfolios and watchlists.
  • 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.

Financial Advisory System

  • Holistic financial planning
  • Cash flow optimization
  • Risk management review
  • Wealth transfer planning
  • Investment asset allocation
  • Proactive investing
  • Investment performance management
  • Leverage on financial technology (FinTech)

More info on MyPF Premier Access

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