Wealthvantage Advisory

Financial Services · 11 Employees
Phone Number: 60392025666
Email Address: hi@wealthvantage.com.my
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About
Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation. We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively. We currently have 30 full time Financial Planners and Associates achieving their professional certification required to practice e.g. Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), & Shariah Registered Financial Planner (Shariah RFP). We focus on providing holistic financial planning and advisory services to our clients focusing on their needs first. We practice a process driven implementation of financial advisory supported by the usage of technology to provide the best service and care for our clients. The firm is headquartered in Kuala Lumpur and has a presence in Northern, Sourthern and East Malaysia (Miri and Kota Kinabalu).
Year Founded
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Industry
Financial Services
HQ Location
1-2, Jalan 2-76C Desa Pandan, Kuala Lumpur 55100, MY
Keywords
financial planningretirement planningfinancial educationinvestmentsinsurancetakafulislamic financial planningestate planningfinancial wellness trainingdebt management
Location
  • 1-2, Jalan 2-76C Desa Pandan, Kuala Lumpur 55100, MY

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