A comprehensive, 1‑year advisory engagement that encompasses:

• Cash flow, investment, risk (insurance/takaful), estate, goals-based, and tax planning. This is all integrated to ensure every financial decision aligns with your values and objectives
  

The process typically spans 12 months, with continuous engagement between you and your financial planner.

A Licensed Financial Planner helps individuals and families make informed financial decisions to achieve their life goals through personalised, structured advice.

Our advice is always in your best interest and not product-focused. We also support plan implementation and offer regular reviews to keep you on track.

Our Licensed Financial Planners are licensed by the Securities Commission Malaysia and/or Bank Negara Malaysia, and hold certifications such as Certified Financial Planner (CFP®), Shariah RFP, Registered Financial Planner (RFP) or Islamic Financial Planner (IFP). They are bound by ethical codes and fiduciary standards to act in your best interest.

A typical 12-month advisory journey includes:

• Initial discovery and goal-setting session

• Data gathering and analysis

• Comprehensive financial plan presentation

• Implementation support

• Ongoing reviews and plan updates

You’ll have periodic check-ins (usually semi-annually) to monitor progress and adjust as

Yes. WVA offer Shariah-compliant financial planning, including Islamic investment portfolios, takaful, and zakat planning. You can request that your entire financial plan be Shariah-aligned.

Fees may vary based on the planner’s experience, scope of advice, and complexity of your financial situation. Factors include:

• Type of planning (full vs modular)

• Financial complexity (e.g. multiple income sources, debt management etc)

• Time and depth of engagement (e.g. frequency of review sessions, implementation support)

We’ll always explain the fee clearly during the free Discovery session — with no hidden charges or surprises.

Yes. Wealth Vantage complies with PDPA regulations and maintains strict confidentiality. All data shared is securely stored and used only for planning purposes with your consent.