Location
Miri, Sarawak
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/B8281/2018
Range of fee
from RM3,000 up to RM4,500
I graduated in 1998 from University of Otago, New Zealand with Bachelor of Commerce. Having joined the financial industry in 2008, I apply my knowledge & skill to advise & educate more Malaysians on how to improve their Financial Health. "Planning without action is a daydream, action without planning is a nightmare."
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Succession Planning (planning for business continuation)
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)
Financial Security (ensuring stable stream of income for individual / family)
Credit Protection (debt and contingency planning)
Child Tertiary Education Planning (securing your children's education)
Retirement Planning (pre and post retirement planning, management of retirement fund)
Estate Planning (timely wealth distribution)
General Accumulation / Emergency Money (management of savings for other use)
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