Financial Planner & Advisor | Helping Professionals & Families Build Lasting Wealth
@stevyong
About Me
Stephen is a Licensed Financial Planner and Director at Wealth Vantage Advisory, holding a Certified Financial Planner (CFP®) designation and an MBA from the University of South Australia. Honoured as a multi-year AFA Yusof Diamond Awardee - the highest level of achievement for financial advisers in Malaysia - he is a recognised voice in personal finance, being featured across media platforms such as The Edge, The Star, BFM 89.9, and TVS. • Who I Help: Driven individuals, growing families, and high-earning professionals navigating complex personal finances, major life transitions, or long-term wealth goals. • What I Do: Provide fee-based, holistic financial strategy and unbiased guidance - helping clients simplify, protect, and grow their wealth with complete clarity. • How I Do It: Through structured 1-on-1 consultations and corporate wellness programs that demystify cash flow, family protection, investment optimisation, and retirement trajectories - free from financial jargon or high-pressure sales. • The Outcomes: Financial peace of mind, aligned family money goals, and a clear, sustainable roadmap toward long-term independence and financial freedom. Driven by a personal mission to elevate financial literacy across Malaysia, Stephen also founded MyPF.my in 2013, an award-winning personal finance education platform. Beyond his financial planning work, he is deeply dedicated to his faith, his family, and enjoying good food - along with his daily cups of kopi. Ready to gain total clarity on your financial future? [ Book a Financial Consultation Today! ]
My Experience
Licensed Financial Planner, Financial Adviser Representative & Executive Director Wealth Vantage Advisory Sdn Bhd (Licensed by the Securities Commission Malaysia & Bank Negara Malaysia) 2019 – Present | eCMSRL/B8929/2019 - Who I Serve: Individuals, high-earning professionals, and couples—both locally in Malaysia and expatriates/Malaysians residing abroad—seeking long-term financial independence. - What I Deliver: Comprehensive, fee-based financial consultation and strategic wealth accumulation tailored to your unique goals, values, and life stage. - How I Work: Grounded in fiduciary responsibility and transparency, delivering unbiased guidance on cash flow optimisation, asset allocation, family protection, and retirement readiness. - Track Record & Expertise: Over a decade of deep experience in the financial services sector, delivering advisory solutions since 2019 to help clients build, protect, and pass on sustainable wealth.
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