Location
Kuala Lumpur, Bukit Bintang
Firm
Wealth Vantage Advisory Sdn Bhd
License number
eCMSRL/C0084/2020
Range of fee
from RM500 up to RM3,000
I'm a finance graduate from IIUM and now a Certified Financial Planner. With 13 years of experience in the financial industry, I finally upgraded my career as a Licensed Financial Planner with Wealth Vantage Sdn. Bhd. I truly enjoy the process of understanding my clients' financial issues and providing structured unbiased solutions. Given all the commitment to my work, to distress, I love eating, swimming, and running with my friends.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Family Office (holistic family management), 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)
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