Kepong, Wilayah Persekutuan Kuala Lumpur
Wealth Vantage Advisory Sdn Bhd
Range of fee
from RM3,000 up to RM4,500
I was an insurance agent for 7 years since 2011 and an estate planner in 2015. During my profession I found something missing whereby I only able to see partly of my client financial situation and unable to provide full advise to them.
Therefore, I pursued my CFP certification programme at the end of 2014 and obtained my license in 2016.
Currently I am able to advise my clients in a holistic way, understanding my clients whole financial situation and using the right approach to plan well and improve their overall financial situation in order for them to fulfill their financial goals and assisting them to avoid making financial mistakes.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Succession Planning (planning for business continuation), Family Office (holistic family management)
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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