Location
Petaling, Selangor
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/B7422/2017
Range of fee
from RM3,000 up to RM10,000
I am a Licensed Financial Planner attached with Wealth Vantage Advisory. As an accounting graduate, my dual certification helps me serve my multi-cultural clients better.
With the technical skills & knowledge on various solutions on hand, I can differentiate my positioning and role to the client. Besides that, I do communicate well with clients during the fact-finding process and diagnose their issue. Each proposal comes along with comparison, justification & the relevant impact to the client’s financial goal.
My approach is always to act on the client’s interest first and it has been embedded in my diagnosis & solutions which is the root cause of the issue to be solved for the benefit of a client.
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 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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