🏦Co-founder of Wealth Vantage Advisory (WVA)
👨💼Licensed Financial Planner (CFP, RFP, Shariah RFP)
📈Director, Corporate Treasury Investment Services
🇲🇾Malaysian
🌟Interests: fintech, roboadvisory, ewallets, private equity, blockchain, crypto, startups, entrepreneurship, training
👨🏻💻Background: management consulting, tech startup, internet & systems development, investments & wealth management, branding & digital marketing, corporate trainer, financial planning
Wealth Vantage Advisory is a financial planning and advisory firm licensed with Securities Commission Malaysia and Bank Negara Malaysia.
My current role is advising on corporate treasury investment services to public and private listed organizations.
We help clients with holistic and comprehensive financial advice focusing on their needs. The analysis, planning, and advice come before any product recommendations.
We run financial wellness programs for Malaysian employers as financial wellness affects mental and physical health, which in turn can affect office productivity. Our corporate clients include Petronas, LHDN, TNB, MARA, RHB Bank, KWSP, Danajamin, Luno, Axiata, among others.
We are also the financial planning partner for the Naluri app and assist their clients with online financial coaching.
Wealth Vantage Advisory and its financial planners regularly appear on broadcast media such as TV3, NTV7, RTM, Astro, BFM, and on print media such as The Edge, Smart Investor, Majalah Labur, My Personal Finances, and others.
Follow me on my socials or contact me at [email protected]
Invited by: Marshall Wong
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Day | Followers | Gain | % Gain |
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November 18, 2023 | 525 | 0 | 0.0% |
September 23, 2022 | 525 | +2 | +0.4% |
June 29, 2022 | 523 | -1 | -0.2% |
May 23, 2022 | 524 | -2 | -0.4% |
April 15, 2022 | 526 | -1 | -0.2% |
February 21, 2022 | 527 | +1 | +0.2% |
January 09, 2022 | 526 | +3 | +0.6% |
December 02, 2021 | 523 | +6 | +1.2% |
October 24, 2021 | 517 | +4 | +0.8% |
September 18, 2021 | 513 | +52 | +11.3% |