Jati Wealth
Peaceful financial planning environment
Financial Education · Kuala Lumpur

Your Next Chapter Deserves a Thoughtful Financial Plan

Jati Wealth helps Malaysians aged 40 and above navigate side income, property decisions, and retirement transitions — at a pace that respects your experience and your goals.

+60 3-8274 6319
[email protected]
Bangsar, Kuala Lumpur
Begin Your Journey Explore Programmes
Our Programmes

Three Ways to Move Forward with Clarity

Each session or programme is structured around your real situation — not a generic script. We work with Malaysians who have decades of experience and want their finances to reflect that.

Side income planning

Side Income Financial Planning Session

2 Sessions · RM 700

A two-session engagement for those with freelancing, online sales, tutoring, or trading income. Covers tax obligations, income separation, and incorporating extra earnings into your savings and retirement plans.

  • Income tracking and categorisation
  • Malaysian tax obligations for additional income
  • Side-income tracking template included
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Property loan workshop

Property Loan Restructuring Workshop

3 Sessions · RM 1,380

A three-session workshop for property owners reviewing their mortgage arrangements. Covers refinancing mechanics, fixed vs variable rates, lock-in periods, and total loan cost analysis using current Malaysian bank data.

  • Refinancing options and mechanics
  • Margin negotiation strategies
  • Refinancing evaluation calculator included
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Wisdom years planning

Wisdom Years Financial Planning Programme

7 Sessions + 2yr Reviews · RM 3,420

A comprehensive programme for Malaysians aged 55 and above. Covers EPF lump-sum management, healthcare transition, income layering, housing adjustment, and digital estate preparation — with bi-annual reviews for two years.

  • Detailed transition plan document
  • Malaysian-specific EPF and healthcare guidance
  • Bi-annual review sessions for 2 years
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Why Jati Wealth

What Sets Our Approach Apart

Every engagement at Jati Wealth is shaped around your stage of life and the realities of the Malaysian financial landscape.

Designed for the 40+ Life Stage

Our programmes address the specific financial decisions people face after 40 — not generic budgeting advice built for beginners.

Malaysian Financial Context

All guidance uses current local data — EPF, Malaysian bank rates, LHDN tax structures, and Ringgit-denominated planning.

Personal, Not Prescriptive

Sessions are conversations, not lectures. Your goals, concerns, and circumstances shape what gets discussed and decided.

Practical Deliverables

You leave with working tools — templates, calculators, and written plans — not just notes from a whiteboard session.

No Conflict of Interest

Jati Wealth operates as an independent education provider. We do not sell financial products, so our guidance reflects your interests alone.

Ongoing Support

Our Wisdom Years programme includes bi-annual reviews for two years, so your plan stays relevant as circumstances evolve.

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Take the First Step

Ready to Make Sense of Your Financial Picture?

Reach out to us when you feel ready. There is no pressure, no agenda — only a respectful conversation about where you are and where you want to be.

Start a Conversation +60 3-8274 6319
Common Questions

Things People Often Ask Us

Who is Jati Wealth best suited for?
Our programmes are designed for Malaysians aged 40 and above who want a clearer understanding of their financial position. Whether you have side income you are unsure how to manage, a mortgage you have not reviewed in years, or are thinking ahead to retirement, our sessions are built around where you actually are — not where a textbook assumes you should be.
Do I need any financial background to attend?
No particular background is needed. All sessions use plain language and real examples. We explain terminology when it comes up, so you leave with genuine understanding rather than jargon you cannot use.
Are sessions conducted in person or online?
We offer both arrangements. In-person sessions take place at our Bangsar office. Online sessions are conducted via video call at a time that suits you. When you reach out, we will discuss whichever format works best for your situation.
How long does each programme take to complete?
The Side Income Planning Session spans two meetings, typically two to three weeks apart. The Property Loan Restructuring Workshop covers three sessions over a similar period. The Wisdom Years Programme runs across seven sessions and includes bi-annual reviews for two years. Pacing is flexible — we work around your schedule.
Will Jati Wealth recommend or sell me financial products?
No. Jati Wealth is an independent financial education provider. We do not distribute investment products, insurance policies, or loans. This independence means our guidance is shaped entirely by your interests and circumstances, not by external sales targets or commission arrangements.
What happens to my personal information?
Any financial information you share in sessions is held in strict confidence. We do not share client data with third parties. Our Privacy Policy explains our data handling approach in full.
How do I get started?
The simplest first step is to fill in the contact form below or call us directly. We will have a brief conversation to understand your situation and suggest which programme, if any, is a good fit. There is no commitment involved in that initial conversation.
Our Location

Visit Us in Bangsar

27 Jalan Maarof, Bangsar, 59000 Kuala Lumpur

Get in Touch

We Would Be Glad to Hear from You

Whether you have a question, want to discuss a programme, or simply want to understand your options — reach out at any time.

Contact Details

Address

27 Jalan Maarof, Bangsar,
59000 Kuala Lumpur, Malaysia

Working Hours

Mon – Fri: 9:00 AM – 6:00 PM

Saturday: 10:00 AM – 2:00 PM

Sunday & Public Holidays: Closed

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