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 is 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 license status:
Securities Commission Listing - Capital Markets Services License for Financial Planning & Investment (Unit Trust & Private Retirement Schemes)
Bank Negara Malaysia Listing (Financial Adviser license for Financial Advisory & Insurance/Takaful)
Federation of Investment Managers Malaysia Listing
Wealth Vantage was born out of a passion for helping individuals achieve their financial dreams.
Our founder, with years of experience in the financial sector, recognized a gap in personalized financial services in Kuala Lumpur. Driven by the belief that everyone deserves a tailored financial strategy,
Wealth Vantage was established to provide bespoke financial planning, focusing on retirement, investments, and tax efficiency.
Our expertise is not just in numbers but in understanding your unique aspirations and challenges.
We pride ourselves on our client-first approach, striving to create strategies that align with your life goals.
We believe in empowering you with the knowledge and tools needed to make informed financial decisions.
At Wealth Vantage, your financial success is our top priority.
Awards & Recognition
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Ready to take control of your financial future? Reach out to us today and let's craft a plan that suits your needs.