Location
Wilayah Persekutuan Kuala Lumpur - Wangsa Maju
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/B8928/2019
Range of fee
from RM3,001 up to RM4,500
Nik began his career as Company Secretary of AMAL Assurance Bhd (Now Sunlife Insurance) in 1998.
Nik resigned his fulltime job in 2011 to become a unit trust agent with one of the largest bank in Malaysia. He had AUM of RM25 million.
Nik creates lifetime clients as they see the importance of having someone they trust and comfortable to speak not just about financials but more importantly about their life.
Nik hosted The Financial Doctor Shows on WVA FB page to create awareness about full financial planning & the services of financial planners. He spoke at various organisations and the highlight was at EPF for their retiring staff. Nik also hosted shows for Luno and frequently invited by Mix.FM.
Comprehensive Plan, Succession Planning, Family Office , Health Care Planning , Financial Security, Credit Protection , Child Tertiary Education Planning, Retirement Planning, Estate Planning, General Accumulation / Emergency Money
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