Understand your money. Build your financial independence.
Clear, practical financial education for professionals and families, at every stage of life.
Wealth & Financial Education
- Personal Finance Fundamentals: Learn to map your income, expenses, goals and net worth.
- Budgeting & Cash-Flow Skills: Build a monthly system that shows where your money goes.
- Investment Basics: Understand investment options, returns and risk before you decide.
- Wealth Building Principles: How savings and assets grow over time, explained step by step.
- Understanding Asset Allocation: How different asset mixes match different goals, timelines and risk levels.
- Real Estate Fundamentals: Learn how property purchases, financing and rental income fit into your finances.
- Retirement Readiness: Learn how to estimate what you need and set a realistic timeline.
- Financial Safety Nets: Understand emergency funds, insurance and how they protect your family.
- Path to Financial Independence: The concepts and milestones behind assets that fund your lifestyle.
Who this is for
- Young Salaried Professionals
- Families in Debt or no savings
- Overseas Pakistanis
- People Planning for Early Retirement
What you can expect
- 1 plan: That covers every goal
- Monthly: Cash-flow system that works
- 6 months: Emergency fund target
- A date: For financial independence
Pricing
Financial Clarity Session
One-off, 90 minutes. Rs. 18,000 (Fixed fee)
- Pre-session financial questionnaire
- Guided walkthrough of your income, expenses and net worth
- Understanding your debt and savings position
- Top three learning priorities identified
- Written session summary
Personal Finance Programme
Project, 6–8 weeks. Rs. 85,000 (From, depends on complexity)
- Everything in Diagnose
- Structured learning modules on personal finance
- Build your own monthly cash-flow system
- How to cost goals: education, home, retirement
- Wealth building and investment fundamentals
- How to set a financial independence timeline
- Two practical workshop sessions
Financial Education Mentorship
Ongoing, 6 months minimum. Rs. 15,000 (Per month)
- Monthly one-hour learning session
- Cash-flow and budget check-in
- Guidance on applying concepts as your life changes
- Progress tracking against goals
- Financial education resources
- Message support between sessions
Prices are in PKR and exclude applicable taxes. Retainers are billed monthly with a six-month minimum term. Larger or multi-location scopes are quoted after the discovery call.
Frequently asked questions
Do you tell me which stocks or funds to buy?
No. We provide financial education only, not investment advice. We are not SECP-licensed investment advisers. For specific recommendations, consult a licensed investment adviser.
Can sessions be online?
Yes. Most sessions run on video call, which suits overseas clients too.
What do I need to prepare?
A rough view of your monthly income, expenses, savings and any loans. We send a short checklist before the session.
Is my information private?
Yes. Your information is kept strictly confidential and used only to tailor your sessions.
Our wealth & financial education services provide financial education and planning guidance only. We do not provide regulated investment advice, recommend specific securities or manage investments on your behalf. All investments carry risk. Please consult a licensed investment adviser before making investment decisions.
