Rafiq Hidayat bin Mohd Ramli, IFP, CFP

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Location

Bukit Bintang, Wilayah Persekutuan Kuala Lumpur

Firm

Wealth Vantage Advisory Sdn Bhd

License number

eCMSRL/B7922/2018

Range of fee

from RM3,000 up to RM4,500

About Rafiq Hidayat bin Mohd Ramli, IFP, CFP

Rafiq Hidayat is the Managing Director at Wealth Vantage Advisory Sdn. Bhd. (WVA).

After graduating with a BSc in Mechanical Engineering from the Massachusetts Institute of Technology (MIT), Cambridge, Massachusetts, I began my career as a management consultant with organisations such as PricewaterhouseCoopers (PwC) and Ernst & Young (EY), where I advised clients in the areas of human resource management and strategic planning. After that, I furthered my career working as a global consultant in human resource management in the Middle East.

I then became part of the pioneering team that helped set up Talent Corporation Malaysia Bhd (TalentCorp), which included a stint as the Head of the Shared Services Division for 3 years. I decided to make a career change to Financial Services in early 2014 due to my passion in helping individuals to improve their personal financial situations.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)

Financial Security (ensuring stable stream of income for individual / family)

Credit Protection (debt and contingency planning)

Child Tertiary Education Planning (securing your children's education)

Retirement Planning (pre and post retirement planning, management of retirement fund)

Estate Planning (timely wealth distribution)

General Accumulation / Emergency Money (management of savings for other use)


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