© 2019 by Wealth Vantage Advisory

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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.

We assist client to achieve their financial goals by providing holistic end-to-end financial services.

Our full fledged operation support services is enhanced by the use of technology and process driven implementation.

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).

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

 

WEALTH MANAGEMENT

 

Years of Experience

Qualified Associates

Operational Support Staff

MEET OUR TEAM

Rafiq Hidayat CFP, IFP

Managing Director

Licensed Financial Planner

Idham Idris RFP

Director, Advisor Development

Licensed Financial Planner

stephen-headshot.jpg
Stephen Yong CFP

Chief Knowledge Officer

Licensed Financial Planner

 

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. (1143931-M)

No. 1-2, Jalan 2/76C,

Desa Pandan, 55100 Kuala Lumpur

Phone: +6 03 9202 5666

Email: hi@wealthvantage.com.my

Opening Hours

Monday – Friday  9AM – 6PM

 

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).

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!!