Location
Wilayah Persekutuan Kuala Lumpur - Titiwangsa
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/C1917/2022
Range of fee
from RM3,001 up to RM4,500
My passion is to help clients achieve their life goals by providing independent and unbiased financial advice in a holistic manner. I work directly with clients in order to help them navigate the world of personal finance. I focus to understand their financial circumstances and assist them how to reach their short-term and long-term financial objectives and offer them a peace of mind.
I started my career as Takaful Consultant more than 16 years ago and I qualified as Certified Islamic Financial Planner since 2022.
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),
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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