Budi Finance
Financial education in Kuala Lumpur

Kuala Lumpur · Malaysia

Financial Clarity for
Life's Meaningful Chapters

Educational programmes crafted for Malaysians aged 40 and above — covering estate planning, savings strategies, and life-stage financial decisions at a pace that suits you.

Explore Our Programmes Speak with Us
+60 3-2087 4936
[email protected]
Bangsar, Kuala Lumpur

Our Programmes

Three Pathways to Financial Clarity

Each programme is built around real Malaysian financial realities, with qualified facilitators who understand where you are in life and what matters most at this stage.

Wills and Wasiyyah Awareness Session

Wills and Wasiyyah Awareness Session

Two sessions · RM 680

A two-session educational engagement covering will-writing and Wasiyyah preparation in Malaysia — executor selection, asset listing procedures, and working with professional services.

  • Conventional wills vs Islamic estate distribution
  • Choosing an executor with confidence
  • Asset listing and documentation guidance
  • Pre-drafting checklist included
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Amanah Saham Navigator Course

Amanah Saham Navigator Course

Three sessions · RM 1,280

A three-session course explaining the full range of ASNB products, fund characteristics, historical return patterns, and how Amanah Saham fits within a balanced savings approach.

  • Full ASB/ASN product range explained clearly
  • Contribution strategies by life stage
  • Diversified savings approach
  • ASNB allocation planning worksheet
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Life-Stage Financial Overhaul Programme

Life-Stage Financial Overhaul Programme

Six sessions + 3 consultations · RM 3,250

A six-session intensive for individuals experiencing significant life transitions — approaching retirement, recently widowed, newly divorced, or returning to the workforce.

  • Complete financial assessment and restructure
  • Insurance and investment rebalancing
  • Estate document updates
  • Personalised action plan included
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Why Budi Finance

An Approach Built on Respect

We believe financial learning at this stage of life should honour the experience you already carry — not talk past it.

Designed for Life Experience

Programmes acknowledge the responsibilities and decisions that come with being 40 or older — not the beginner's journey, but the seasoned one.

Malaysian Legal Frameworks

All content is anchored in Malaysian law — Wasiyyah provisions, ASNB regulations, EPF structures, and local estate procedures.

Practical Working Tools

Each programme includes worksheets, checklists, and planning documents you can continue using long after the sessions conclude.

Qualified Facilitators

Our facilitators carry backgrounds in Malaysian financial planning and estate law, bringing substance and context to every session.

Small Group Sessions

Intimate learning environments where your questions are welcomed and the facilitator has the time to address your individual situation.

Clear, Jargon-Light Language

Complex topics explained in accessible terms — without condescension and without hiding behind technical language.

Ready to Take a Considered Step?

Our programmes are an open door — when you feel the time is right, we are here to help you move forward with clarity and confidence. No pressure, no complicated process.

Reach Out to Us Common Questions
+60 3-2087 4936 [email protected]

Common Questions

Answers at Your Own Pace

We have gathered the questions most often raised before participants decide to join.

Who benefits most from Budi Finance programmes?
Our programmes are built for Malaysians aged 40 and above who want to approach estate planning, savings, or major life transitions with greater clarity. No specific background is required — each course begins from a comfortable starting point that respects what you already know.
What does a typical session look like?
Sessions are conducted in a small group format at our Jalan Bangsar premises, combining explanation with practical exercises. You will receive worksheets and planning documents to work through between sessions at whatever pace suits you.
What is included in the programme fee?
All session materials, planning worksheets, and supporting documents are included in the fee. The Life-Stage Financial Overhaul Programme also includes three follow-up consultations. There are no additional purchases required during the programme.
How much prior financial knowledge do I need?
None at all. Our facilitators are experienced in explaining financial and legal concepts clearly, starting from fundamentals. Your decades of life experience are your strongest asset coming in, and we build from there.
Can my spouse or adult child join me?
Yes. Many participants find it valuable to attend alongside a family member. Please mention this when you enquire so we can arrange an appropriate place for the additional participant.
How do I register for a programme?
Send us your enquiry through the contact form below, or reach us directly at +60 3-2087 4936. A member of our team will respond within two working days to discuss availability and the next steps.
Are instalment payment arrangements available?
We are happy to discuss what works best for you. Please mention your preference in your enquiry and we will outline the options available for your chosen programme.
Where are sessions conducted?
All sessions take place at our premises at 18 Jalan Bangsar, 59200 Kuala Lumpur. We will confirm room details and the schedule when your place is confirmed.

Find Us

Our Location in Bangsar, Kuala Lumpur

18 Jalan Bangsar, 59200 Kuala Lumpur, Malaysia

Get in Touch

We Would Be Glad to Hear from You

Send us your questions or express your interest in a programme — we will respond thoughtfully and without pressure.

Contact Details

Address

18 Jalan Bangsar
59200 Kuala Lumpur, Malaysia

Working Hours

Monday – Friday: 9:00 am – 6:00 pm
Saturday: 9:00 am – 1:00 pm
Sunday & Public Holidays: Closed

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