Individual | wealthvantage

Individual

Empower your entire family’s future with a personalised, holistic financial plan—

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Full Financial Planning

A comprehensive, one-year engagement that offers a full suite of financial advice. This package includes multiple tailored solutions designed to align with your specific financial goals, providing a strategic and well-rounded approach to your overall financial well-being.

Modular Financial Planning

A focused, one-year engagement structured around a single selected financial advice. This package is ideal for individuals who wish to address their financial goals progressively—one area at a time—while still benefiting from our full range of expertise over time.

Financial Health Check

A simple, one-time review to assess your financial situation. It provides clear, objective insights with no product push—helping you understand what’s working, what needs attention, and how to improve your financial well-being moving forward.

Testimonials

"InsyaAllah we now have our financial plan, taloired specifically according to our own situations, need, and goals. We covered diagnostics, recommendations and action plan. The best thing is that the Financial Adviser is not attached to any one products. I was advised from cash flow, children's education, haj planning, insurance protection, retirement planning, wasiat, tax, zakat, etc"

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PArtnerS

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