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).
Company Details
- Employees
- 58
- Address
- 1-2, Jalan 2-76c, Desa Pandan,kuala Lumpur 55100,malaysia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthvantage.com.my
- Keywords
- financial planning, retirement planning, financial education, investments, insurance, takaful, islamic financial planning, estate planning, financial wellness training, debt management, refinancing.
- HQ
- Desa Pandan, Kuala Lumpur
Wealth Vantage Advisory Questions
Wealth Vantage Advisory's website is wealthvantage.com.my
Wealth Vantage Advisory's LinkedIn profile is https://my.linkedin.com/company/wealthvantagemy
Wealth Vantage Advisory has
58 employees.
View email and phone details for 58
employees at Wealth Vantage Advisory.
Wealth Vantage Advisory's industry is
Financial Services
Wealth Vantage Advisory's top competitors are
Aham Asset Management Berhad,
Yes Financial Berhad,
Ifast Capital Sdn Bhd,
Bill Morrisons,
Cashku,
Vka Wealth Planners,
Whitman Independent Advisors,
Fa Advisory Sdn Bhd,
Kaf Group,
Harveston Capital.
Wealth Vantage Advisory's categories are Financial Services
