Panthalas
Financial education programmes in Penang

Programmes

Three focused programmes.
Each serves a clear purpose.

Panthalas offers three one-to-one programmes for adults in Malaysia. Each was designed around a specific area of financial understanding that working adults often want to develop but rarely find the right setting to do so.

Back to Home

Our Methodology

How the programmes work

Grounded in your records

Sessions use the participant's own documents wherever possible. We work with what you already have — your bank statements, your EPF printouts, your insurance policy documents. Hypothetical examples are used only when necessary.

Spaced for understanding

Multi-session programmes are designed with deliberate gaps between sessions. Time between sessions is not wasted — it is where understanding begins to settle. Participants are encouraged to try things and return with what they found.

Closed with printed materials

Each programme closes with something tangible — a printed sheet or guide written about your situation in plain English. This is yours to keep and use independently after the programme ends.

Small Saving Pool Programme

Programme 1

Small Saving Pool Programme

RM 450 · Two sessions

This programme is for adults who would like to build a small dedicated saving pool for irregular but predictable expenses — road tax and insurance renewals, a yearly medical check-up, modest family gifts, or an annual holiday contribution. The first session sizes each pool realistically using the participant's own records; the second, held a month later, reviews the first month of practice and adjusts.

What is included

  • Two one-to-one sessions (each approximately 90 minutes)
  • Pool sizing based on your actual expense records
  • One-month review session included in the fee
  • Printed pool summary sheet for each saving category
  • Available at the Penang studio or over video

Session steps

01.Review your recurring annual expenses and identify which ones can be pooled monthly
02.Size each pool using your own records — not averages or estimates from the internet
03.Agree on a simple saving method that fits how you currently manage your accounts
04.Return after one month, review what worked, and adjust any pool that needs refinement
Enquire About This Programme
Reading Monthly Statements Programme

Programme 2

Reading Monthly Statements Programme

RM 1,420 · Four sessions

This four-session programme is for adults who receive several monthly statements from banks, credit cards, and e-wallets and would like to read them with more care each month. Sessions walk through the common structure of these statements, the patterns worth noticing, the anomalies worth questioning, and the reconciliation habit worth building over the coming year. Educational in character; no product recommendations are offered. The programme ends with a simple printed monthly-review sheet.

What is included

  • Four one-to-one sessions, spaced two to three weeks apart
  • Covers bank statements, credit card summaries, and e-wallet records
  • Printed monthly-review sheet for use after the programme ends
  • No product recommendations made at any stage
  • Available at the Penang studio or over video

Session steps

01.Understand the structure of your current statements — what each section means and what it does not show
02.Learn to identify patterns in your monthly figures and distinguish routine variation from genuine anomaly
03.Develop a simple reconciliation habit you can maintain independently each month
04.Close with a printed review sheet designed to your own account structure for ongoing use
Enquire About This Programme
Household Shelf Engagement

Programme 3

Household Shelf Engagement

RM 3,700 · Three-month engagement

A three-month engagement helping a household build a small, well-kept record shelf of its financial documents — a quiet, orderly archive of bank and e-wallet relationships, EPF and PRS positions, insurance policies, property and vehicle documents, outstanding obligations, and a simple annual review routine. Meetings are paced at three-week intervals with practice between. The engagement closes with a short printed guide describing the household's own shelf in plain English.

What is included

  • Four meetings over three months, each approximately two hours
  • Covers EPF, PRS, insurance, banking, property, vehicles, and obligations
  • Practice tasks between meetings to build the shelf incrementally
  • Printed household shelf guide at close, written about your situation
  • Available at the Penang studio or over video

Engagement structure

01.Survey all existing financial relationships — accounts, policies, positions, obligations — and identify gaps in documentation
02.Build the banking and e-wallet section of the shelf; establish a location and naming system for documents
03.Add insurance, EPF, PRS, property, and vehicle records; document outstanding obligations clearly
04.Establish a simple annual review routine and close with the printed household guide
Enquire About This Programme

Which programme suits you?

Programme comparison

If you are unsure which programme to start with, the table below may help. A brief initial conversation can also help clarify the most useful starting point.

Feature Saving Pool Reading Statements Household Shelf
Sessions 2 4 4 over 3 months
Fee (RM) 450 1,420 3,700
Focus area Annual expense pools Monthly statements Full household records
Printed output
Best suited for Adults wanting to smooth irregular annual costs Adults with multiple accounts and statements Households wanting full record clarity
Available by video

Standards

Shared across all programmes

Participant data privacy

Financial documents and session content are not shared beyond the working relationship. Privacy practices are agreed before any session begins.

Written programme agreement

Scope, fees, and what is included are confirmed in writing before work starts. No verbal commitments without a written summary.

No product recommendations

Panthalas facilitators do not recommend or sell financial products of any kind within any programme. This applies without exception.

Tangible close to each programme

Every programme ends with printed materials describing your situation — not generic templates. These are yours to keep and use independently.

Not sure where to begin?

A brief initial conversation — by phone, video, or email — can usually clarify which programme would be the most useful starting point. There is no commitment in asking.

Get in Touch