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Company Overview

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

Financial Planning firm in Malaysia

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

Financial Report

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.

BOARD OF DIRECTORS

Managing Director, Rafiq Hidayat

CFP®, IFP

Rafiq Hidayat, 

Managing Director

Director, Samantha Yeoh

CFP®, IFP

Samantha Yeoh,

Director

Director, Idham Idris

CFP®, IFP

Idham Idris,

Director

Stev (WVA Director).png

MBA, CFP®,

Stephen Yong,

Director

MANAGEMENT TEAM

Financial Planning Team

OUR FINANCIAL PLANNERS

LICENSED FINANCIAL PLanners

  • Amelia Yong Mei Leng

  • Ahmad Hawari

  • Angel Pau

  • Ahmad Taufiq Anuar

  • Akmal Syahirah

  • Carol Lee

  • Catherine Tan

  • Che Muhammad Bukhari

  • Eyvonne Liew

  • Eza Ezamie

  • Fateen Rosli

  • Faiz Mohamad

  • Farihatulhiza Abdul Kadir 

  • Felicia Lim

  • Hairil Jaslan

  • Hazel Ong-Archibald 

  • Helwa Sofni

  • Idham Idris

  • Jawahir Zul Kepli

  • Soo Yee

  • KS Lim

  • Mohaini Ahmad Basri

  • Mohd Mukhlis

  • Mohd Izzad Roslan

  • Muhammad Nazmin

  • ​Muhammad Suhail

  • ​Ng Ka Hoe

  • Nik Adlan Hafez

  • Nurul Iman Abdul Rahim

  • Nur Liyana Abdul Rahimi

  • Rafiq Hidayat

  • ​Rifdi Zulfadhli

  • Saidah Asilah

  • Samantha Yeoh

  • Samuel Lee

  • Stephanie Loh 

  • Stephen Yong

  • ​Wong Huan Yang

  • Zulkhairi Zulkifli

FINANCIAL ADVISER REPRESENTATIVE

  • Engku Nordiana

FEATURED IN

© 2016-2025 Wealth Vantage Advisory Sdn Bhd (201501018599 (1143931-M))

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