Wilayah Persekutuan Kuala Lumpur - Titiwangsa
Wealth Vantage Advisory Sdn Bhd
Range of fee
from RM1,501 up to RM3,000
Catherine is a practicing licensed financial planner. She is also the host of the personal finances podcast - My Personal Finances PodCat and one of the financial coaches on Naluri, the health app. She graduated from Monash University with a Bachelor of Business & Commerce, it took her 5 years in IT Corporate Sales industry to realise that it is not about how much a person makes but how well personal finances are being handled. She left the corporate salaried corporate job to pursue a career in financial planning profession.
She started by assisting senior financial planners and getting hands on experience in clients financial planning journey, her roles & responsibilities include working with clients to analyse current situation, identify their goals, and lay out step-by-step plan to achieve them. Based on evidence, she understands that everyone is trying to work on their financial plans in some ways but often being pulled back by certain blind spots as they are the only ones working on it.
She strongly believes the future belongs to those who believe in their dreams and a comprehensive financial plan is your pathway that provides clear directions to all your dreams and goals. With her own experiences in personal financial planning journey and vast exposure in the industry, she is passionate about providing guidance and being the companion of peoples' financial planning journey.
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),
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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