Bijak Wealth
Thoughtful financial planning session

Financial Education · Kuala Lumpur, Malaysia

Your next chapter deserves a clear financial picture

Structured educational workshops for Malaysians in their 40s, 50s, and beyond — covering retirement readiness, estate planning, and a thorough review of your personal finances.

Explore Our Workshops +60 3-7684 2193
EPF & Retirement Planning Estate & Legacy Structuring Comprehensive Financial Review

Our Programmes

Workshops Shaped Around Your Stage of Life

Each programme addresses the financial questions that matter most to people entering their peak years — and those who have recently crossed that threshold.

Retirement Roadmap Workshop

Retirement Roadmap Workshop

A three-session workshop exploring income projection, EPF optimisation, dividend-income planning, and healthcare cost forecasting — supported by a workbook and a follow-up consultation call.

  • Three structured sessions
  • Personalised case studies
  • Workbook & follow-up call included
RM 680 Enquire Now
Estate and Legacy Dialogue

Estate and Legacy Dialogue

A four-session guided conversation covering will preparation, trust fundamentals, joint-tenancy considerations, and Wasiyyah planning — with real-scenario exercises and a digital reference pack.

  • Four guided sessions
  • Document checklists & exercises
  • Digital reference pack included
RM 1,850 Enquire Now
Comprehensive Financial Review Programme

Comprehensive Financial Review Programme

A six-session deep-dive across EPF, PRS, insurance portfolios, debt structuring, and tax-efficient positioning — with a detailed written report and two post-programme review sessions included.

  • Six in-depth sessions
  • Full written report on completion
  • Two post-programme reviews
RM 3,400 Enquire Now

Why Bijak Wealth

What Sets Our Approach Apart

We are educators first. No product sales, no commissions — just knowledge structured around your life and your context.

Education, Not Sales

Every session is designed to build your understanding, not to lead you toward a product purchase. You leave with knowledge, not obligations.

Built for Malaysia

Our content reflects the Malaysian financial landscape — EPF, PRS, Wasiyyah, LHDN considerations, and local estate law — not imported templates from elsewhere.

Designed for Life After 40

Content and pacing are shaped for adults navigating pre-retirement and early retirement. Clear language, no condescension, and real-world relevance throughout.

Small Group Settings

Sessions are kept to six to twelve participants, giving you space to ask questions and explore your own situation rather than sit passively through a lecture.

Materials You Keep

Depending on the programme, you receive a workbook, a document checklist pack, or a detailed written report — something to return to as your situation evolves.

Continuity After Each Programme

Select programmes include a follow-up consultation call or post-session review meetings. Learning continues after the final session, not before it finishes.

Take the First Step

Ready to take a considered look at where you stand financially?

Reach out to us when you are ready. We will walk you through which programme fits your current priorities — at whatever pace feels right for you.

Send Us a Message +60 3-7684 2193

Questions & Answers

Things People Often Ask

If your question is not answered below, please reach out to us directly — we are happy to have a conversation.

Who are these workshops designed for?

Our workshops are designed for salaried professionals, self-employed individuals, and business owners aged 40 and above who want to organise their financial affairs. Whether you are approaching retirement, have recently retired, or simply want a clearer picture of your finances, these programmes are structured to meet you where you are.

Do I need prior financial knowledge to attend?

No prior knowledge is required. Each programme begins from first principles and builds progressively. Our facilitators are experienced in working with participants across varied financial backgrounds, and the language used throughout is clear and accessible.

Are sessions in-person or online?

Sessions are conducted in-person at our centre on Jalan Ampang, Kuala Lumpur. We occasionally run selected programmes in an online format for participants outside the Klang Valley. Please contact us to enquire about current availability for each format.

How many participants are in each session?

We keep our groups small — typically six to twelve participants per session. This allows each person to ask questions, share their situation where comfortable, and engage meaningfully with the material.

What materials will I receive?

Depending on the programme: the Retirement Roadmap Workshop includes a physical workbook; the Estate and Legacy Dialogue comes with a digital reference pack; and the Comprehensive Financial Review Programme includes a full written report plus two post-programme review sessions.

Can I attend more than one programme?

Many participants attend multiple programmes over time, often beginning with the Retirement Roadmap Workshop before joining the Estate and Legacy Dialogue. We are happy to discuss which combination would serve you best given your current priorities.

What is the payment and rescheduling policy?

Payment is required upon registration to secure your place. If you need to reschedule, please contact us at least five business days before your first session and we will arrange an alternative date. Cancellations within 48 hours of the first session may not be eligible for a cohort transfer.

Is this financial advice or financial education?

Our workshops are educational in nature. We provide you with the knowledge and frameworks to make informed decisions about your own finances — we do not provide personalised financial advice or product recommendations. Participants are always encouraged to consult a licensed financial planner for tailored guidance.

Find Us

Our Location in Kuala Lumpur

28 Jalan Ampang, 50450 Kuala Lumpur, Malaysia

Contact Us

We Would Be Glad to Hear From You

Whether you have a question about a specific programme or simply want to find out which workshop suits you, reach out at your own pace.

Send Us a Message

By submitting this form, you agree to our Privacy Policy and Terms & Conditions.

Contact Details

Address

28 Jalan Ampang
50450 Kuala Lumpur
Malaysia

Working Hours

Monday – Friday: 9:00 AM – 6:00 PM
Saturday: 9:00 AM – 1:00 PM
Sunday & Public Holidays: Closed

Note

Bijak Wealth is an educational service provider. Our workshops do not constitute regulated financial advice. We encourage all participants to consult a licensed financial planner for personalised guidance.