Company Overview
Comprehensive Financial Services: Wealth Vantage Advisory offers a broad spectrum of services, such as full financial planning, modular financial planning, and financial health checks, catering to diverse client needs.
Client-Centric and Personalized Approach: The firm is committed to a structured and personalized approach, working closely with clients to navigate financial complexities and optimize resources, fostering a consultative relationship.
Technology-Driven Operations: They leverage technology, including fact-finding and reporting tools, CRM systems, and knowledge management systems, to enhance client management and operational efficiency.
OuR VISION & MISSION
MISSION
Building a sustainable, growing and profitable financial advisory service practice to help clients achieve their financial goals through holistic financial planning.
VISION
Leading the financial services industry in fee-based financial planning
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.
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MANAGEMENT TEAM
OUR FINANCIAL PLANNERS
LICENSED FINANCIAL PLanners
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Amelia Yong Mei Leng
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Ahmad Hawari
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Angel Pau
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Ahmad Taufiq Anuar
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Akmal Syahirah
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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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Eza Ezamie
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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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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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Soo Yee
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KS Lim
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Mohaini Ahmad Basri
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Mohd Mukhlis
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Mohd Izzad Roslan
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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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Samuel Lee
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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
