What is Your “Return on Life™?”

About us

COREPLUS ADVISORY SDN. BHD.

Coreplus Advisory is Malaysia’s first licensed financial planning firm specialising in Financial Life Coaching, founded in May 2014. We make financial planning simple, practical, and accessible—so you can make confident decisions that support both your financial goals and your overall quality of life.

Since 2020, we have incorporated the Psychology of Financial Planning into our approach, helping clients navigate not only the numbers, but also the emotions and behaviours behind money.

In 2025, our commitment to excellence was recognised with the FPAM Financial Planning Leadership Awards – Platinum Award, and our planner was also crowned Champion of the Financial Planning Competition 2025.

At Coreplus, we go beyond traditional financial planning through personalised coaching and a holistic, life-centred approach—supporting you in transforming financial decisions into meaningful life fulfilment.

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.

We are the FIRST financial planning firm in Malaysia to obtain…

Life-Centered Financial Planner 

Certification, Texas-Tech University. USA

Psychology in Financial Planning 

Specialist certification, FPA. USA

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

PARTNERSHIPS

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CERTIFICATIONS

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Malaysia
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Investment
Legacy & Estate Planning