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BOOK A Consultation with a Licensed Financial Planner

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 are 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 Address

Wealth Vantage Advisory Sdn. Bhd.

(SSM No. 201501018599, 1143931-M)

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

Desa Pandan, 55100 Kuala Lumpur

Office Hours: Monday - Friday 9AM - 6PM

 

Phone: +6 03 9202 5666

Email: hi@wealthvantage.com.my

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!!

Get a Holistic Financial Planning Consultation with a Licensed Financial Planner Today!

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