Soo Yee
Licensed Financial Planner (CFP), BSc. (Hons) (Purdue)
Wealth Vantage Advisory
Phone:
011-11161805
Email:
sooyee.kuah@wealthvantage.com.my
Hello, I am Soo Yee!
Attracted by the fulfilment of a meaningful career, I joined the financial services industry to make a difference to people’s lives. As a strong advocate in financial planning, many clients has changed their perspective towards managing their finances after meeting me.
My Services
Save
The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.
Protect
Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.
Grow
The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.
Featured on media
2024
Interview on SAYS
How To Invest Your EPF Account 1 In The Members Investment Scheme & Is It Worth The Risk?
2024
Interview on SAYS
6 Tips On How You Can Start Investing Based On Your Income Level According To Experts
2024
Interview on SAYS
Is It A Need Or A Want? M'sian Financial Planners Share Their #1 Tip For Saving More Cash
2024
Interview on Smart Investor
Malaysia's Fintech Revolution
2023
Interview on Smart Investor
Building & Safeguarding Wealth in Malaysia
2023
Interview on 4E Journal
Millennial Financial Planners on Gen Zs
2023
Featured Article on Focus Malaysia
Insurance protection for young families
2023
Featured Article on Focus Malaysia
What to consider in the quest to re-build retirement saving after MCO
2023
Featured Article on Focus Malaysia
How to plan your finances with global economic slowdown in mind?
2022
Featured Article on Focus Malaysia
Family budget: Knowing what is important based on your situation
2022
Featured Article on Focus Malaysia
Three transformative ideas to save more money
2022
Featured Article on Focus Malaysia
Three family financial planning tips for new parents
2022
Featured Article on Focus Malaysia
3 Common Mistakes When Planning for Property Purchase
2022
Interview on The Malaysian Reserve
Time to look at PRS to complement EPF
2021
Interview on The Malaysian Reserve
Many Malaysians need to work past 60 after Covid withdrawals
2021
Interview on 4E Journal
Pandemic Financial Anxiety
2021
Featured Article on Loan Street
Here's How To Maximise Your EPF Monies via MIS
2021
Featured Article on Smart Investor
How to Choose the Right Investment Vehicle for Yourself?
2021
Featured Article on Smart Investor
How to Start Personal Investment Planning
2020
Featured Article on Smart Investor
Financial Planning for Fresh Graduates
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Contact
Soo Yee
Licensed Financial Planner (CFP)
Phone:
011-11161805
Email:
sooyee.kuah@wealthvantage.com.my
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Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
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Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.