What is Your “Return on Life™?”

About us

COREPLUS ADVISORY SDN. BHD.

We are Coreplus Advisory, Malaysia’s first licensed financial planning firm specializing in Financial Life Coaching, founded in May 2014. Our mission is to make financial planning simple, practical, and accessible, helping you achieve financial freedom and improve your quality of life. 

Since 2020, we’ve integrated the Psychology of Financial Planning into our practice, addressing both financial and emotional aspects to empower you to make more informed decisions for lasting success. 

At Coreplus, we go beyond traditional financial planning by offering personalized coaching and building a community of like-minded planners. We’re here to help you transform your financial decisions into meaningful life achievements.

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

Speaking Engagements
Corporate Engagements
Media Engagements

CERTIFICATIONS

MEMBER OF ...

Malaysia
International

Strategic Partner

Investment
Legacy & Estate Planning