Selangor - Petaling Jaya
Wealth Vantage Advisory Sdn Bhd
Range of fee
from RM500 up to RM6,000
I am a Registered Financial Planner (RFP) under the Malaysian Financial Planning Council (MFPC). I also hold a Capital Market Services Representative License (CMSRL) and Financial Advisor Representative License (FAR) from Securities of Commission (SC) & Bank Negara Malaysia (BNM).
I joined the financial industry back in 1998, starting with providing singular solutions in life insurance products.
Since I resolutely decided in taking a holistic, personalized approach to bring all the pieces of the clients’ financial life together, I am now a licensed Financial Planner with Wealth Vantage Advisory (WVA), a Financial Advisory Firm which agrees to put the clients’ best interests first, so the clients could have the confidence today and a secure tomorrow.
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 a 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)
LanguagesEnglish Mandarin Bahasa Malaysia Hokkien Cantonese
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