Idham Idris - RFP, CFP

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Location

Bukit Bintang, Wilayah Persekutuan Kuala Lumpur

Firm

Wealth Vantage Advisory Sdn Bhd

License number

eCMSRL/B7921/2018

Range of fee

from RM1,500 up to RM10,000

About Idham Idris - RFP, CFP

I am fully licensed financial planner that helps client look at their cashflow, assets, liabilities and total net worth and draw up a plan for their future retirement, post-retirement expenses, full range of children's education, and any other long-term savings goal. I also help clients manage their debt situation and personal financial risks first before undertaking any long term investment solutions.

Area of Expertise

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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