Soo Zhun Tat, CFP

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Wilayah Persekutuan Kuala Lumpur - Bukit Bintang


Wealth Vantage Advisory Sdn. Bhd.

License number


Range of fee

from RM1,501 up to RM5,400

About Soo Zhun Tat, CFP

I strongly believe that as a financial planner, it is important to listen to people's stories. It is because everyone's financial situation is unique and influenced by their personal circumstances, values, and goals.

By listening to their story, I can gain a deeper understanding of their circumstances and be able to develop a customized plan that fits their specific situation.

My ultimate aim is to empower more people to make informed decisions, take control of their financial future and achieve peace of mind.

So, whether you're just starting out or well on your way, I'm here to listen to you and guide you every step of the way.

Let’s have a dialogue!

Area of Expertise

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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