Stephen Yong, CFP

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Wilayah Persekutuan Kuala Lumpur - Titiwangsa


Wealth Vantage Advisory Sdn Bhd

License number


Range of fee

from RM3,001 up to RM4,500

About Stephen Yong, CFP

I help professionals and families simplify finances & grow wealth with holistic financial planning.

✅Do you seek to achieve financial independence?
✅Do you desire to reach all your financial goals?
✅Do you want to invest profitably with confidence?

In financial planning and investment planning, I help you to optimise your financial assets and make better financial decisions. We are backed by an experienced team of specialists, certified paraplanners, and consultants.

He is also the founder of, Malaysia's leading online financial education portal which has won numerous awards.

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),
Child Tertiary Education Planning (securing your children's education),
Retirement Planning (pre and post retirement planning, management of retirement fund)


English Hokkien

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