Wealth Management

FINANCIAL PLANNING FOR A STABLE TOMMORROW

Our Financial Planning Solutions

Get One-to-One Advice With Licensed Financial Planner

We value relationships above all else. Our financial planners are ready to listen.

Invest Your Savings With Us

We have both our own investment & 3rd party investment solutions to cater for your investment needs.

Get Insurance/Takaful Advice From Us

Find out how your stage in life matters when it comes to searching for the best coverage specifically for you.

Create a Financial Plan with Us

A plan is important, but more importantly, the long-term relationship we create with our clients.

Financial Health-Check

If you are not sure what is wrong, and you would like to an overview of your financial health, Redvest EasyCheck is what you need.

Retirement Planning

It can be scary to find out whether what we are saving for is enough. Let us walk you through it and fine solutions to any inadequacies.

Our Licensed Financial Planners

Ahmad Nazmi

Director, Licensed Financial Planner

Alvin Kwan

Director, Licensed Financial Planner

Nurul Huda Abdul Aziz

Senior Licensed FInancial Planner

Ragdhah Daud

Senior Licensed FInancial Planner

Wan Nur Syahira

Senior Licensed FInancial Planner

Faruk Rayshid

Licensed FInancial Planner

Maria Abu Bakar

Licensed FInancial Planner

which Endgame Below Do you Have In Mind?

Create a budget, reduce debt, and invest wisely to build wealth and achieve financial independence.

Save consistently in retirement accounts, diversify investments, and plan for healthcare costs.

Save for education, teach financial literacy, and ensure adequate life insurance coverage.

Automate savings, set clear financial goals, and track progress regularly.

Invest in diversified assets, reinvest returns, and seek professional financial advice.

Maintain an emergency fund, secure adequate insurance, and create a comprehensive financial plan.

Hear From Our Existing Wealth Management Clients

Five star experience in handling my financial portfolios professionally and efficiently with sound advise. – From Google Review
Dr Aaron Lai
– A&E Specialist – Selangor
Attentive professionals who were able to provide me with what I needed and more. Highly recommended! – From Google Review
Yazmin Aziz
-Vice President, Portfolio Head – Selangor
My stock portfolio with Redvest through iFAST has been good so far, and I always seek financial advice and knowledge from Alvin
Gabriel Hii
-Sales Director – Brunei
As an expat, finding a trustworthy advisor is challenging. Thankfully, I discovered Redvest, which has provided me with exceptional service and helped me build a highly-performing portfolio.
Alex Donnell
Engineering Consultant – Kuala Lumpur

I’m Ready To Find My Financial Endgame

Send us your details and we will try out best to find the best advisor for you.


Contact Us

Redvest Wealth & Asset Management Sdn Bhd (1305372-U) is a Capital Markets Services License (CMSL) holder under the Securities Commission Malaysia (License No. eCMSL/A0375/2021) for regulated activities pursuant to section 61 of the Capital Markets and Services Act 2007.
info@redvest.com.my
+603 5569 8519
Unit 2-2, Second Floor, Subplace Boulevard, Pusat Komersil Vestland, No.6, Jalan Juruanalisis U1/35, Seksyen U1 Shah Alam 40150 Selangor Malaysia