A structured view of financial paperwork on a desk

Kuala Lumpur • Malaysia

Build Financial Clarity,
One Considered Step at a Time

Fundwise offers structured, judgement-free financial education workshops for individuals, couples, and organisations across Malaysia. We work at a pace that suits you.

Explore Our Workshops View Programmes

+60 3-2698 5341

[email protected]

Jalan Tuanku Abdul Rahman, KL

What We Offer

Our Workshop Programmes

Three distinct programmes designed to address different aspects of your financial journey — each delivered with care and a structured methodology.

Financial Goal Setting Workshop

A guided session helping you define clear, measurable financial objectives and build a practical roadmap. Covers short-term versus long-term goal prioritisation, accountability structures, and linking goals to appropriate savings vehicles. Suitable for individuals or couples at any life stage.

Two sessions with follow-up templates
Suitable for individuals or couples
Applicable at any life stage

RM 400 Enquire Now

Debt Recovery Planning

A supportive programme for individuals managing significant debt who want a structured path forward. Covers debt audit methodology, the avalanche and snowball prioritisation frameworks, negotiation guidance, and steps towards rebuilding your credit standing — in a respectful, private setting.

Four weekly sessions
Optional one-on-one support
Judgement-free environment

RM 700 Enquire Now

Corporate Financial Wellness

A tailored programme for organisations looking to support their employees' financial understanding. Topics include salary management, EPF optimisation, personal investment basics, and insurance selection. Delivered on-site at your premises with modules customised to your workforce.

Groups of up to 25 participants
On-site delivery at your location
Modules adapted to your workforce

RM 3,500 / group

Enquire Now

Take the Next Step

Ready to Approach Your Finances with Greater Clarity?

Whether you are mapping out long-term objectives, working through a challenging debt situation, or looking to support your team's financial wellbeing — our structured workshops offer a calm, organised space to think clearly about money.

Get in Touch +60 3-2698 5341

Common Questions

Frequently Asked Questions

Answers to questions we hear regularly from individuals and organisations considering our programmes.

Who are these programmes designed for?

Our workshops are open to any adult aged 18 and above who wants a more structured understanding of their personal finances. The Debt Recovery Planning programme is particularly suited to those managing significant outstanding obligations. The Corporate Financial Wellness Programme is arranged directly with HR or management representatives on behalf of their employees.

Are sessions conducted in person or online?

Our individual and couples programmes are conducted in person at our office in Jalan Tuanku Abdul Rahman, Kuala Lumpur. The Corporate Financial Wellness Programme is delivered on-site at your company's premises. Please contact us if you have particular requirements regarding location or scheduling.

What happens during the first session?

The first session begins with an introductory conversation to understand your current situation, your concerns, and what you hope to gain from the programme. There is no need to bring documents to the first meeting — simply come prepared to have an open discussion. Subsequent sessions become progressively more structured.

Is my financial information kept confidential?

Yes. All information shared during your sessions is treated with strict confidentiality. We do not share client details with third parties. Our educators are bound by a professional code of discretion, and all records are kept securely in accordance with Malaysia's Personal Data Protection Act 2010 (PDPA).

Can I attend more than one programme?

Certainly. Many participants find that completing the Financial Goal Setting Workshop creates a useful foundation before engaging with the Debt Recovery Planning programme, or vice versa. We are happy to discuss the most appropriate sequence during your initial enquiry.

How does the Corporate Programme work for HR teams?

We work directly with HR managers or team leads to understand the financial literacy needs of their workforce. Based on this, we customise the module content and schedule. The programme is delivered on-site in one or more sessions, depending on the scope agreed. We can accommodate groups of up to 25 participants per session.

What is the rescheduling or cancellation policy?

We understand that circumstances can change. We ask for at least 48 hours' notice to reschedule a session where possible. Full details of our terms are available in our Terms & Conditions. Please contact us directly if you have any concerns — we aim to be as accommodating as reasonably possible.

Find Us

Our Location

23 Jalan Tuanku Abdul Rahman, 50100 Kuala Lumpur, Wilayah Persekutuan

Get in Touch

Contact Fundwise

We welcome enquiries from individuals and organisations. All conversations are treated with care and discretion.

Send Us a Message

Contact Details

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