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
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
MISSION
A sustainable, growing and profitable value based financial advisory firm is able to assist clients to achieve their financial goals by providing holistic, end to end financial services using process driven implementation and execution and enhanced service delivery through the usage of technology.
By collaborating with the regulators and industry associations, we develop our talent pool of employees and advisors to demonstrate the right values in servicing to our clients.
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.
MANAGEMENT TEAM
OUR FINANCIAL PLANNERS
LICENSED FINANCIAL PLanners
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Amelia Yong Mei Leng
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Angel Pau
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Ahmad Taufiq Anuar
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Akmal Syahirah binti Abdullah
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Alvin Fabian Erik @ Faby
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Carol Lee
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Catherine Tan
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Che Muhammad Bukhari
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Eyvonne Liew
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Fateen Rosli
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Faiz Mohamad
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Farihatulhiza Abdul Kadir
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Felicia Lim
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Gabriel Leong
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Hairil Jaslan
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Hazel Ong-Archibald
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Helwa Sofni
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Idham Idris
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Jawahir Zul Kepli
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Kuah Soo Yee
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Lim Kean Seng
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Mohaini Ahmad Basri
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Mohd Mukhlis
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Mohd Izzad Roslan
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Mohammad Fadzhil Zainun
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Muhammad Nazmin
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Muhammad Suhail
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Ng Ka Hoe
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Nik Adlan Hafez
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Nurul Iman Abdul Rahim
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Nur Liyana Abdul Rahimi
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Rafiq Hidayat
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Rifdi Zulfadhli
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Saidah Asilah
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Samantha Yeoh
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Sharifah Nur' Amirah
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Stephanie Loh
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Stephen Yong
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Wong Huan Yang
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Zulkhairi Zulkifli
FINANCIAL ADVISER REPRESENTATIVE
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Engku Nordiana
FEATURED IN
