Couple Financial Planning Masterclass
The Couples' Finance Masterclass
His Money,
Her Money,
Our Money
Join us for this Couple Financial Planning Masterclass, where we’ll show you how to master your money, reduce financial stress, and grow wealth—together. Learn to discuss finances openly—without stress or conflict. Build a financial system that works for both of you and get ready to plan for your future as a team.
What We'll Cover In This Masterclass?
Money Mindset & Communication – How to talk about money without fights
Building a Joint Financial Plan – Align spending, saving & investing goals
Budgeting for Two – Set up a budget that works for both of you
Debt & Savings Strategy – Pay off debt while building wealth
Future Planning – Prepare for home ownership, children & retirement
Smart Investments – Make money decisions that secure your future
Event Details
- 12th April 2025
- 9:00 AM - 5:00 PM
- Iconik Co-Working Space, PJ
- RM 697 per couple
What You'll Learn In This Masterclass?
Module 1: Money & Marriage – Love or War?
- Understand how your upbringing shapes your money mindset (and how it differs from your partner’s).
- Discover your money personalities – spender, saver, planner, avoider – and what that means for your relationship.
- Learn how to have healthier, drama-free money conversations.
Module 2: Talk Money, Not Tension
- Explore different ways couples can share expenses – from 50/50 to income-based contributions.
- Find a system that feels fair and works for both of you.
- Avoid resentment by setting clear money expectations early on.
Module 3: Couple Cash Flow Playbook
- Learn how to create a joint budget while keeping some financial independence.
- Balance your needs, wants, and shared goals in one simple plan.
- Discover the best tools or apps to manage your couple cash flow smoothly.
Module 4: Debt Detox – Breaking Free Together
- Set joint savings goals – from emergency funds to dream vacations or your first home.
- Understand how much to save, and where to stash your money.
- Stay motivated and on track with fun couple-saving challenges and tips.
Module 5: Save, Grow, Thrive – Investing for Two
- Learn smart saving strategies that work for both short-term and long-term goals.
- Understand the basics of investing as a couple – even if you’re starting from zero.
- Discover how to grow your wealth together and build a secure financial future.
Module 6: Future-Proofing Your Love & Money
- Find out why having insurance is an act of love – not just a boring necessity.
- Build a strong emergency fund to protect your relationship during tough times.
- Get a crash course on estate planning, wills, and what happens if life throws a curveball.
Module 7: The Power Couple Financial Blueprint
- Set meaningful, shared financial goals – no more “you do you, I do me.”
- Create a practical, step-by-step financial game plan you both agree on.
- Learn how to keep the money convo going – check-ins, reviews, and real-life adjustments.
This Couple Finance Masterclass Is Perfect For:
- You’re engaged or newly married and want to set a strong financial foundation
- You & your partner struggle with budgeting, saving, or investing together
- You want practical money strategies that fit your relationship dynamics
- You’re tired of money-related stress and want financial peace of mind
- You want to build wealth, plan for the future & achieve financial security—together
Reasons Why You Should
Attend This Masterclass!
- Learn how to manage finances together without tension, fights, or silent resentment.
- Align your financial goals, values, and spending habits as a team.
- From budgeting to investing to protection—get practical, real-life strategies for couples.
Sign Up Now. RM 697 only
What Our Clients Say About Pauline & Vivian
Exclusive Bonus Materials!
- Printed Hardcopy Couple Financial Planning Cheatsheet
- Couple Money Personality Profiling
- 4 sessions of 1-2-2 calls power coaching
- Money Makeover 90-Day Success Plan
Event Details
- 12th April 2025
- 9:00 AM - 5:00 PM
- Iconik Co-Working Space, PJ
- RM 697 per couple
Meet Your Expert Trainers
When it comes to money and relationships, getting the right guidance makes all the difference. Meet Pauline Teoh & Vivian Chow, two seasoned licensed financial planners who bring years of industry experience, expertise, and passion to help couples like you take control of their finances—together.
Pauline Teoh
The Financial Architect for Women & Families
With over 20 years of experience across global FMCG, market research, and financial services, Pauline Teoh is dedicated to helping individuals and families achieve their life goals through structured financial planning and coaching.
Pauline specializes in personal finance for professional women and families with special needs children, offering neutral, unbiased, and customized financial solutions.
She has helped more than 100 families gain financial clarity and freedom. Over the last five years, she has also conducted financial literacy sessions for SMEs and MNCs, empowering professionals with the tools they need to build wealth and secure their future.
With a deep understanding of behavioral finance, Pauline not only focuses on numbers but also on changing mindsets and building positive financial habits.
Vivian Chow
The Expert in Money Psychology & Behavioral Finance
Vivian brings a unique blend of financial expertise, money psychology, and behavioral finance to her training programs.
Vivian is passionate about empowering individuals and couples to understand their financial biases, make smarter money decisions, and develop healthy financial habits.
Her deep understanding of money psychology and financial stress management allows her to teach not just financial strategies, but also practical tools to manage financial anxiety and improve mental well-being.
Through her engaging sessions, Vivian helps participants gain a strong financial foundation while overcoming limiting beliefs and emotional barriers to wealth building.
Frequently Asked Questions
Click on the Registration link here to register and make payment.
Once you have successfully completed the payment, please do send us a copy of the receipt to events@fa.my or WhatsApp at 03-6211 4011.
You can make payment via FPX Interbank Transfer, Credit Card (Visa/Master), or e-Wallet (TouchnGo, GrabPay, ShopeePay, Boost).
Training notes will be provided to all participants at the workshop.
Tickets purchased are not refundable. However, you may reschedule to attend at a different date or transfer your ticket to another participant.
Pauline Teoh has over 10 years of experience in financial services, corporate leadership, and coaching, Pauline has helped over 100 families achieve financial breakthroughs. She is licensed by Bank Negara Malaysia & Securities Commission. Specializes in financial planning for professional women & families, and is an expert in financial literacy & coaching for couples. Pauline understands that every couple has unique financial challenges—and she’s here to help you create a plan that works for both of you.
Vivian also has over a decade of experience in financial services. She is passionate about helping couples understand their financial behaviors and biases. Vivian is a licensed financial planner & behavioral finance specialist, who focuses on money psychology & financial stress management. She teaches couples how to build wealth while protecting their mental well-being. Together, Pauline & Vivian have helped over 500 individuals and families take control of their finances and live the life they want.
FA Advisory is a Leading Financial Planning and Advisory Firm in Malaysia, licensed by the Securities Commission and Bank Negara Malaysia. Besides providing comprehensive and impartial advice, FA Advisory is also a HRDC Registered Training Provider offering various financial literacy training programs to individuals and corporations.
You can email us at events@fa.my or WhatsApp to 603-62114011
This masterclass comes with a couple financial cheatsheet for you to continue mastering your finances together, and four 1 to 1 call sessions with your assigned adviser (Pauline or Vivian).
Yes, we have various courses on Personal Finance, Taxation, Leadership, Effective communications, and others. Feel free to reach out to us if you are interested to find out about these other courses.
Imagine a future where you & your partner are in total control of your money. No more stress, no more fights—just financial freedom, together. This is your chance to make that future a reality.
Spots are limited – Register now before they’re gone!
Original Price: RM 1,139 per couple
Now only RM 697 for the both of you!
Need assistance?
Contact us via email at events@fa.my or send us a message on WhatsApp at 03-6211 4011
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