Location
Wilayah Persekutuan Kuala Lumpur - Titiwangsa
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/B9592/2020
Range of fee
from RM3,001 up to RM4,500
I am a licensed financial planner with CFP and IFP credentials. I am also an accountant registered with CPA Australia as well as Malaysian Institute of Accountants.
After serving in the corporate world for more than 25 years, I migrated from managing companies finances to managing personal finances after realising personal financial planning is very much underserved in Malaysia.
It also gives me great satisfaction seeing my clients financial condition and net worth improving as the years go by.
So why should you hire me?
I have helped companies in cashflow planning, cashflow projections and overseeing their investments. God willing, I would be able to help you in the same way. I hope to be able to make a difference in your life!
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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