Financial Goal-Setting Coaching · Malaysia
Put a Name to What You're
Working Toward
Reckonly helps you articulate what matters, break it into workable steps, and review where you stand — without pressure, jargon, or regulated financial advice.
What We Offer
Three Paths to Clearer Direction
Each programme is a coaching and education space — not regulated financial advice. Choose the level of depth that fits where you are right now.
Money Goals Clarity Session
A guided session to name your money goals, break them into small milestones, and set a simple review rhythm. Includes a goals worksheet and milestone map.
- One-to-one guided session
- Goals worksheet included
- Milestone map takeaway
- No number-crunching pressure
Goal-Setting Coaching Track
A four-week non-advisory coaching track focused on clarifying priorities, designing milestones and building gentle accountability through a small peer circle.
- Four structured weekly sessions
- Reflection prompts each week
- Small peer circle access
- Milestone design support
Complete Money Direction Programme
A comprehensive coaching programme combining sessions and self-paced reflection on goal design, milestone planning and steady review across life areas.
- Printed workbook + digital tools
- Three months group support
- Life-area milestone planning
- Self-paced reflection included
Why Reckonly
A Different Kind of Money Conversation
We focus on clarity, not numbers. On direction, not returns. On you as a capable adult who already knows more than you think.
Goal Clarity First
We start with what you actually want — not with products, charts, or comparisons. Naming your goals is the first step to working toward them.
Non-Advisory Approach
Everything we do is strictly educational and coaching-based. We don't recommend products, portfolios, or specific financial actions — that's a boundary we hold for your protection.
Your Own Pace
Milestones are personal. We don't benchmark you against others or push urgency. Progress looks different for everyone, and that's expected here.
Small-Group Community
Select programmes include a small peer circle — a calm space to reflect alongside others who are also working on their own direction, not competing.
Milestone-Based Structure
Rather than abstract aspirations, we help you map concrete milestones — manageable markers you can check in with over time.
Tangible Takeaways
You leave each programme with something in hand — a goals worksheet, milestone map, printed workbook, or digital toolkit to keep using independently.
Ready When You Are
Where Would You Like to Be
This Time Next Year?
A single session is enough to bring some clarity to goals that have been sitting in the background. There's no obligation beyond showing up honestly.
Common Questions
Things People Usually Ask
Plain answers to the questions that come up most often.
Is this financial advice?
No. Everything at Reckonly is general education and personal coaching. We help you think through goals and milestones — we don't recommend specific products, investment vehicles, or financial decisions. If you need regulated advice, we encourage you to consult a licensed financial planner.
Do I need to know a lot about money before starting?
Not at all. Our sessions are built for people at any stage — including those who find money topics uncomfortable or overwhelming. You don't need to arrive with spreadsheets or savings plans. Just a willingness to think about what you want.
How is the Money Goals Clarity Session delivered?
Sessions are conducted in person at our Puchong office or via video call, depending on your preference and availability. You'll receive your goals worksheet and milestone map at the end of the session.
What happens in the four-week coaching track?
Each week focuses on a different layer: understanding your current priorities, naming near and longer-range goals, designing milestones, and building a simple review habit. You'll also be part of a small peer group for shared reflection — not performance comparison.
What does the Complete Money Direction Programme include?
It covers all of the coaching track content plus self-paced reflection modules, a printed workbook, digital tools for ongoing milestone review, and three months of group support after the main sessions conclude.
Are the prices in Malaysian Ringgit?
Yes. All prices are in Malaysian Ringgit (RM). Payment methods and timing are discussed at the point of booking. Please contact us if you'd like to enquire about instalment options for the longer programmes.
How do I know which programme suits me?
If you're new to thinking intentionally about goals, the Clarity Session is a comfortable starting point. If you want structured support over a month, the Coaching Track suits you. The Complete Programme is for those who want depth, tools, and ongoing community. Feel free to reach out — we're happy to talk it through with no pressure.
Find Us
Our Location
No. 22-1, Jalan Kenari 5, Bandar Puchong Jaya, 47100 Puchong, Selangor
Reach Out
Let's Start a Conversation
No pitch, no pressure. Just an honest conversation about what you're working toward and how we might help.
Contact Details
Phone
+60 17-628 3095Address
No. 22-1, Jalan Kenari 5,
Bandar Puchong Jaya,
47100 Puchong, Selangor
Working Hours
Mon – Fri: 10:00 AM – 7:00 PM
Sat: 10:00 AM – 3:00 PM
Sun & Public Holidays: Closed