Location
Petaling Jaya, Selangor
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/B9799/2020
Range of fee
from RM500 up to RM4,500
Financial planning is deeply heartfelt because I experienced its importance first hand. Due to low financial literacy, my family had gotten a significant amount of money vanished in the stock market crash during my parents’ time.
That’s why I am passionate about helping you in making sound financial decisions and achieving your financial goals.
For some time now, I have helped many working adults with their financial planning. With my personalized strategies and advice, they now have clarity and take better control over their financial future. I specialized in personal finance diagnosis, analysis, and solution recommendation, and it's my passion to get you to where you want to be, financially.
Let's figure out a financial plan that works for you!
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual/family),
Financial Security (ensuring a 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)
Share this planner
Consult Licensed Financial Planners and
Learn to Live Your Best Financial Life
Brought to you by
Funded by
© Copyright 2017－2024 SmartFinance. All rights reserved. Powered by Artsys.
