Location
Wilayah Persekutuan Kuala Lumpur - Titiwangsa
Firm
Wealth Vantage Advisory Sdn. Bhd.
License number
eCMSRL/B9877/2020
Range of fee
from RM3,001 up to RM4,500
Holistic financial planning approach is a process to achieve our life goals and it is applicable for everyone.
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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