Location
Kota Kinabalu, Sabah
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/B8331/2018
Range of fee
from RM3,000 up to RM7,500
I'm a licensed Financial Advisor who aims to help Malaysians achieve their financial goals & objectives with a holistic view of their personal finances in the best interest of client.
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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