Beyond Financial Planning

COREPLUS ADVISORY

Malaysia’s First AI-Powered (AI+) Licensed Financial Planning Firm — integrating cutting-edge artificial intelligence with licensed human expertise to deliver life-centered financial planning solutions and financial literacy education.

About Us

Welcome to Coreplus Advisory, Malaysia’s first licensed financial planning firm specializing in Financial Life Coaching…

our vision

Make Financial Planning easy and practical for achieving Financial Freedom.

our mission

HELP clients achieve financial goals with personalised Financial-Life Coaching services.

CREATE public awareness on the importance of financial planning.

PROVIDE platform for like-minded financial planners to meet increasing financial planning needs.

ACHIEVE clients’ goals & aspirations with qualitative and quantitative strategies.

The ONLY Licensed financial planning firm in Malaysia specialising in financial life coaching

Our Strategic Focus

Financial Life Coaching

At Coreplus Advisory, we provide personalized financial life coaching to help individuals, families, and professionals align their wealth with their life goals. Our dedicated planners offer tailored solutions for every life stage, profession, and financial need, guiding you every step of the way.

We Specialize in Guiding:

We also provide

Couple’s Finance

Strengthen financial harmony as a couple through value & goal alignment, open communication, and effective joint and individual money management.

Education Planning & Consultation

Secure your child’s education with structured savings, investment plans, and guidance on university selection, scholarships, and career prospects.

Debt Recovery & Financial Control

Regain financial stability with structured repayment plans & loan restructuring advisory.

Legacy & Wealth Transfer Planning

Plan your estate, wills, trusts, and wealth distribution while fostering financial literacy and value transfer for future generations.

Investment Planning

Optimize your investment portfolio with risk assessment, diversification, and tailored strategies to meet long term financial life goals.

Pre-Need Planning

Prepare financially for end-of-life expenses, including funeral arrangements, burial/cremation costs, and memorial planning, to ease the burden on loved ones.

Success Stories: Real People, Real Impact

At Coreplus Advisory, we don’t just help you grow your wealth—
we help you live a more meaningful, fulfilling life. Here’s how we’ve made a difference for our clients:

I wasn’t sure if I had enough to retire comfortably, but Coreplus Advisory gave me a clear roadmap. Thanks to their guidance, I secured my retirement savings, funded my children’s education, and can now travel without financial worries

We were earning well but had no structured plan for our future. Coreplus helped us create a financial roadmap that allowed us to buy our first home and start investing wisely. Now, we feel confident about our financial future!

Managing business finances was overwhelming, and I struggled to balance personal savings. Coreplus helped me set up a sustainable financial system, ensuring my business growth while protecting my family’s future. Now, I have peace of mind and financial stability.

Transforming Financial Decisions into Life Achievements through Comprehensive Financial Life Coaching

What is
Financial Planning?

You might have heard of this term, but never fully understood its purpose. What Is Financial Planning and how can it help you?

Grow Your Money

We all know money doesn’t grow on trees, but how can you utilise investments to grow your wealth?

What is Your “Return on Life™?”