Kuala Lumpur · Financial Education
Understanding money
begins here.
Cashwise offers carefully structured programs for Malaysians who want to build genuine financial understanding — at their own pace, in a supportive and thoughtful setting.
Explore Our ProgramsOur Programs
Three programs, each designed around a real aspect of financial life — approachable, substantive, and paced for learning.
First Steps in Finance
An entry-level program for anyone who finds financial topics uncertain or unfamiliar. Beginning with the most fundamental concepts — money, banking, and why planning matters — sessions use storytelling and visual guides to build confidence steadily.
- 6 sessions over 3 weeks, 70 min each
- Illustrated beginner's guidebook included
- Personal progress tracker
- No prior knowledge assumed
Investment Risk Understanding
A focused program on what risk means in a financial context. Participants explore market, credit, liquidity, and inflation risk, complete a structured risk profiling exercise, and learn to align their comfort levels with appropriate investment categories.
- 4 sessions across 4 weeks, 2 hours each
- Personalised risk profile report
- Asset-class risk comparison guide
- Risk reflection worksheet
Financial Planning for Parents
A practical program addressing financial considerations unique to raising children in Malaysia — from SSPN education savings and childcare budgeting to takaful considerations and teaching children about money values.
- 5 sessions over 3 weeks, 90 min each
- Education savings calculator
- Family budgeting template
- Children's money activity booklet
What makes our approach
considered
Structured Learning Paths
Each program follows a deliberate progression — building concepts in order, so nothing feels rushed or out of place.
Small, Focused Groups
Sessions are kept intimate, allowing participants to ask questions openly and engage with the material at a comfortable pace.
Malaysia-Relevant Context
Content draws from the Malaysian financial landscape — EPF, ASB, SSPN, takaful — so what you learn applies directly to your life.
Practical Take-Home Materials
Every program includes printed or digital guides, worksheets, and calculators that participants can revisit long after sessions end.
Approachable, Judgment-Free
We understand that many people haven't had formal financial education. Our tone is welcoming, never condescending.
Qualified Facilitators
Our facilitators hold relevant professional qualifications and bring real-world experience into every session.
Curious about where to start?
We're happy to help you find the program that suits your current situation and goals. Reach out and we'll respond thoughtfully — no pressure, just an honest conversation about your options.
Frequently Asked
Who are these programs suitable for?
Cashwise programs are designed for everyday Malaysians — whether you're just starting to think about money management, exploring what investment involves, or navigating the financial responsibilities of raising a family. No financial background is needed for any of our entry or intermediate programs.
Are sessions held in person or online?
Sessions are primarily conducted in person at our Jalan Raja Chulan centre in Kuala Lumpur. Online participation options may be available for certain programs — please enquire with us directly to discuss what works best for your schedule.
What do the program fees cover?
Program fees include all facilitated sessions, printed or digital learning materials (guidebooks, worksheets, calculators), and post-program email support. There are no hidden charges — what you see is what you pay.
How often do new program intakes run?
New intakes for each program begin roughly every four to six weeks, depending on demand. We keep groups small, so early enquiry is helpful — particularly for the parenting and risk programs which tend to fill up quickly.
Do these programs advise on specific investments or funds?
Our programs focus on building financial literacy and conceptual understanding — they do not constitute financial advice or recommend specific products. We help participants understand how to think about financial decisions, so they can make informed choices on their own or with a licensed adviser.
Can I enrol in more than one program?
Yes — many participants move through multiple programs over time. We're happy to suggest a sequence that makes sense based on where you're starting from and what you'd like to understand better.
What is your cancellation or rescheduling policy?
We understand that life can be unpredictable. If you need to reschedule, please let us know at least five business days before your program begins. Please contact us directly for the full details of our booking and rescheduling terms.
Find Us in Kuala Lumpur
18 Jalan Raja Chulan, 50200 Kuala Lumpur
We'd be glad to hear from you
Contact Details
-
Phone
+60 3-2047 8316 -
Email
[email protected] -
Address
18 Jalan Raja Chulan
50200 Kuala Lumpur
Malaysia -
Hours
Monday – Friday: 9:00 AM – 6:00 PM
Saturday: 10:00 AM – 2:00 PM
Closed Sunday and Public Holidays