WHO WE ARE
Wealth Vantage Advisory Sdn. Bhd. was formed to be the firm of choice by clients and financial advisors, leading the change in the industry by focusing on the right way of doing things.
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We assist client to achieve their financial goals by providing holistic end-to-end financial services.
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Our full fledged operation support services is enhanced by the use of technology and process driven implementation.
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Our mission is to develop and nurture the right value system for our advisors and employees, and demonstrate that value system with our clients.
We are a financial firm licensed by Securities Commission (eCMSL/A0349/2018), Bank Negara Malaysia (Financial Adviser), and FIMM (CUTA & CPRA).
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Our license status:
Securities Commission Listing - Capital Markets Services License for Financial Planning & Investment (Unit Trust & Private Retirement Schemes)
Bank Negara Malaysia Listing (Financial Adviser license for Financial Advisory & Insurance/Takaful)
Federation of Investment Managers Malaysia Listing
Corporate UTS Advisor - CUTA
Corporate PRS Advisor - CPRA
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WEALTH SERVICES
Financial Planning
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Customise a unique financial plan to achieve all your life goals for you and your whole family.
Investment
Choose to invest in a diversified range of investment classes customised towards your unique personal investment asset allocation.
Protection
Protect your family from unwanted financial challenges - accidents, medical emergencies, & other unplanned events.
Estate Planning
Prepare for wealth transfer that allows for beneficiaries to be properly taken care of using will & wasiat.
Debt Management
Get advice on how to manage & consolidate mounting debts. Free up monthly cash flow to fulfill your financial goals.
20
Years of Experience
22
Licensed Financial Planners & Associates
21
Operational Support Staff
MEET OUR TEAM
PLAN FOR YOUR FUTURE
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for
“Always prepare yourself for a financial emergency, even when you don't see a possibility of a rainy day in your future
“A good financial plan is a roadmap that shows us exactly how the choices we make today will affect our future
CONTACT US
Our Address
Wealth Vantage Advisory Sdn. Bhd.
(SSM No. 201501018599, 1143931-M)
No. 1-2, Jalan 2/76C,
Desa Pandan, 55100 Kuala Lumpur
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Office Hours: Monday - Friday 9AM - 6PM
Phone: +6 03 9202 5666
Email: hi@wealthvantage.com.my
Contact
Careers
Our Terms & Policies
Securities Industry Dispute Resolution Center (SIDREC)
If you are an individual or a sole proprietor investor and dissatisfied with the outcome of our dispute resolution process, you can refer your dispute to the Securities Industry Dispute Resolution Center ("SIDREC"). You may do so either within 180 days of receiving the final answer from us or within 90 days from the date you had filed the complaint, irrespective of whether a final answer has been sent by us.
Securities Industry Dispute Resolution Center (SIDREC)
Unit A-9-1, Level 9, Tower A
Menara UOA Bangsar
No. 5, Jalan Bangsar Utama 1
59000 Kuala Lumpur
phone: 603-2282 2280
fax: 603-2282 3855
email: info@sidrec.com.my
Ombudsman for Financial Services
You also have the option to of referring disputes to the Ombudsman for Financial Services (subject to the scope of the OFS available at http://www.ofs.org.my).
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Ombudsman for Financial Services (664393P)
(Formerly known as Financial Mediation Bureau)
14th Floor, Main Block
Menara Takaful Malaysia
No. 4, Jalan Sultan Sulaiman
50000 Kuala Lumpur.
Phone/fax: 603-2272 1577​
WHAT CLIENTS SAY
Miss Angeline
"I am blessed to have a good licensed financial planner working with me. Having a financial plan in place and proper insurance coverage provides peace of mind for myself and my loved ones. Savings created from good financial planning prove beneficial especially in difficult times. Now having a better financial plan, I will be able to improve, control, and hopefully sustain my financial lifestyle.
Puan Siti
"InsyaAllah we now have our financial plan, tailored specifically according to our own situations, needs, and goals. We covered diagnostics, recommendations and action plan. The best thing is that the Independent Financial Adviser is not attached to any one product and the approach is not pushing products. I was advised from cash flow, children’s education, haj planning, insurance protection, retirement planning, wasiat, tax, zakat, etc.
Encik Asri & isteri
"Setelah advisor terangkan tentang skop Perancangan Kewangan Penuh, kami rasa boleh cuba. Kami mula nampak perbezaan kepada aliran tunai kami, dimana ia bertambah sepertimana yang dibentangkan kepada kami pada mulanya. Kami berasa sangat yakin dengan keadaan kewangan kami dan berterimakasih atas nasihat dari advisor. Pastinya keputusan untuk membuat Perancangan Kewangan Penuh adalah terbaik!!