Wilayah Persekutuan Kuala Lumpur - Titiwangsa
Wealth Vantage Advisory Sdn. Bhd.
Range of fee
from RM3,001 up to RM4,500
Izzad Roslan graduated from Universiti Selangor (Unisel) in Bachelor of Industrial Management (Hons). His professional qualifications and membership in financial planning are Islamic Financial Planner (IFP), Associate Member of Financial Planning Association Malaysia (FPAM) and Affiliate Member of Malaysian Financial Planning Council (MFPC).
With over 10 years of experience in the financial industry, he helped many clients in their total financial planning to achieve financial goals and aspirations, to live a life with love, wealthy and peace of mind.
He is a strong believer in proper financial planning and places his clients’ interests first, followed by continuous learning for himself and also everyone needs a financial plan to achieve their life goals and deserve a better lifestyle. He has made it his mission to create a positive impact on the well-being of Malaysians by committing to educating people on the importance of financial planning, enabling them to take charge of their lives financially.
I am looking forward to meeting any interested persons for an initial engagement. To schedule your complimentary meeting, kindly contact me today.
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),
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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