FINANCIAL PLANNER
Family financial planning and protection
Plans that keep families safe: income stays protected when risk arrives, children stay in school, and retirement is prepared starting today.
Services
Emergency fund
How much to set aside and where to keep it.
Income protection
Making sure the family can live well if the breadwinner cannot work.
Health & critical illness
Complementing BPJS so medical costs do not drain your savings.
Education fund
Calculating school and university costs and the steps to save for them.
Retirement fund
A calm retirement, starting with small steps today.
Claim support
Guidance from start to finish so you receive what you are entitled to.
How it works
Understand your situation
Income, dependants, and family plans.
Map risks & goals
What to protect first and what to save for.
Build the plan
Steps that fit your means, starting from needs, not products.
Review regularly
The plan is updated when life changes.
A good fit for
- Singles starting to manage money
- Young couples and families with children
- Parents preparing retirement and inheritance
Frequently asked questions
Do I need a lot of money to start?
No. Planning starts from where you are today.
I already have BPJS. Do I need more?
It depends on your family. We review what is covered and what gaps remain.
Is the first conversation free?
The first chat on WhatsApp is free of charge.
Can you help with claims?
Yes, claim support is given from start to finish.
Start your family plan
A relaxed chat with PATRICIA. The WhatsApp message is ready, just fill it in.