Cheras, Wilayah Persekutuan Kuala Lumpur
Wealth Vantage Advisory Sdn Bhd
Range of fee
from RM3,000 up to RM4,500
Most people often not able to identify a full licensed person with an agent who only focuses in 1 area of planning. I would encourage people to approach me in order for them to understand the differences and what areas that we focus on.
I will be able to help you identify your current financial health with your commitment to make it a better one.
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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