Location
Wilayah Persekutuan Kuala Lumpur - Wangsa Maju
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/C1968/2022
Range of fee
from RM1,500 up to RM3,000
I practice unbiased holistic advisory and believe that when I take care of my client's needs first, my needs will also be taken care of.
Financial planning is all about life. The life challenges which I have gone through made me an all-around advisor.
It is very crucial to understand one's situation, needs, wants and goals before crafting a dynamic plan together. Have a plan. Get advice that is personal.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals), Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family),
Child Tertiary Education Planning (securing your children's education),
General Accumulation / Emergency Money (management of savings for other use)
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