top of page

About US

At Wealth Vantage Advisory, our goal is to empower clients on their journey from their current financial situation to achieving their own vantage point of financial success. Through a structured and personalized approach, we provide expert guidance in financial planning, investment strategies, and wealth protection. Our advisors work closely with clients to navigate financial complexities, optimize resources, and create holistic growth. By leveraging our expertise and holistic financial solutions, we help individuals and businesses gain clarity, confidence, and control over their financial future, ensuring they reach their desired financial vantage point with certainty and peace of mind.

OuR VISION & MISSION

d715bba54d6cba0e4e6c3a77d1bf5c9e.jpg

MISSION

Wealth Vantage Advisory aims to be the firm of choice for financial advisors and their clients. We want to lead the change in transforming the financial services industry and bring it to a higher standard by focusing on the right way of doing things

VISION

Wealth Vantage Advisory aims to be the firm of choice for financial advisors and their clients. We want to lead the change in transforming the financial services industry and bring it to a higher standard by focusing on the right way of doing things

Financial Report

OUR SHARED VALUES

These values are shared between our advisors, our employees and our clients for a mutually beneficial relationship.

Client's Needs First

Invest in the Relationship, Walk The Talk, Always Add Value, Have Integrity, Them Grow, Align With Their Goals

Open Communication

Listen to Understand, Be Professional, Be Encouraging, Share Your Ideas, Ask Questions, Willing to Accept Criticism

Empowerment with Accountability

Listen to Understand, Be Professional, Be Encouraging, Share Your Ideas, Ask Questions, Willing to Accept Criticism

Going Above and Beyond

Delight Your Clients, Raise Your Standards, Challenge Yourself, Be Extraordinary, Offer to Help, Understand our Vision & Mission

Continous Improvement

Give Feedback, Focus on the Outcome, Evaluate Yourself, Benchmarking, Quick to Learn, Continual Growth.

BOARD OF DIRECTORS

MANAGEMENT TEAM

_DSC9406_edited.jpg

OUR FINANCIAL PLANNERS

LICENSED FINANCIAL PLanners

​​​

  • Ahmad 'Aqiel Abd Rahim

  • Amelia Yong Mei Leng

  • Angel Pau

  • Ahmad Taufiq Anuar

  • Akmal Syahirah binti Abdullah

  • Alvin Fabian Erik @ Faby

  • Asad Safuan

  • Carol Lee

  • Catherine Tan

  • ​Chan Ray Mun

  • Che Muhammad Bukhari

  • Eyvonne Liew

  • Fateen Rosli

  • Faiz Mohamad

  • Farihatulhiza Abdul Kadir 

  • Felicia Lim

  • Gabriel Leong

  • Hairil Jaslan

  • Hazel Ong-Archibald 

  • Helwa Sofni

  • Idham Idris

  • Jawahir Zul Kepli

  • Kuah Soo Yee

  • Lim Kean Seng

  • Mohaini Ahmad Basri

  • Mohd Mukhlis

  • Mohd Izzad Roslan

  • Mohammad Fadzhil Zainun

  • Muhammad Nazmin

  • ​Muhammad Suhail 

  • Nafisah Amran

  • ​Ng Ka Hoe

  • Nik Adlan Hafez

  • Nurul Iman Abdul Rahim

  • Nur Liyana Abdul Rahimi

  • Noorul Azila

  • Rafiq Hidayat

  • ​Rifdi Zulfadhli

  • Saidah Asilah

  • Samantha Yeoh

  • Sharifah Nur' Amirah

  • Stephanie Loh 

  • Stephen Yong

  • ​Wong Huan Yang

  • Zulkhairi Zulkifli

FINANCIAL ADVISER REPRESENTATIVE

  • Engku Nordiana

FEATURED IN

© 2016-2025 Wealth Vantage Advisory Sdn Bhd (201501018599 (1143931-M))

  • Facebook
  • Instagram
  • Threads
  • TikTok
  • X
  • Youtube
bottom of page