Location
Wilayah Persekutuan Kuala Lumpur - Titiwangsa
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/B7607/2017
Range of fee
from RM3,001 up to RM4,500
Helwa Sofni has more than a decade of experience as a Chartered Accountant and held many positions in the corporate sector before venturing herself as a Licensed Financial Planner, currently with Wealth Vantage Advisory Sdn. Bhd. She is also the 2016 Highest Achiever Award winner for the Islamic Financial Planner (IFP) certification. She believes that financial literacy is crucial for everyone to live life confidently and peacefully while pursuing one’s dream.
Her expertise is in holistic financial planning and embracing women empowerment.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
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