1. What is Wealthcare.my?
Wealthcare.my connects you with a qualified and licensed financial adviser. We provide unbiased tips and guides to help you make a better financial decision for yourself and your family.
2. Is Wealthcare.my right for me?
When you find an adviser through Wealthcare.my, you know they are professional and unbiased. Every financial adviser we matched is qualified, licensed and independent from product providers.
3. Who is licensed financial adviser?
A licensed financial adviser is a financial professional who provides personalized financial advice. They are all:
  • Professional qualified. (CFP, RFP or ChFC).
  • Member of professional self-regulating body (MFPC or FPAM)
  • Licensed by Authority (Bank Negara Malaysia, Securities Commission Malaysia and FIMM)
  • Practice comprehensive and client centric financial planning process.
4. What are the differences between a licensed financial adviser and financial product agent?
Please refer to the chart under page About Us
5. After signing up. How long do I need to wait to match with an adviser?
In most cases within 24 hours or less.
6. How will I communicate with my adviser?
Initially, your adviser will communicate with you via e-mail, messaging, video conferencing or speak over the phone, at your preference, to work out the comprehensive Wealthcare Financial Plan.
You can subsequently arrange with your adviser for a face-to-face meet up engagement
You can use different ways at different times as you wish, based on your needs, availability, and convenience.
7. How much does it cost to use Wealthcare.my to connect to a financial adviser?
You get matched with a licensed adviser via wealthcare.my for free and get a comprehensive Wealthcare Financial Plan at RM 150.00. Fees for detailed advisory or implementation of financial plan are vary depending on the complexity of your finances and the level of planning required. The adviser will brief you the charges incurred (if any) before you engage him/her. A good financial advice is that it should cost you less in the long term than no advice at all.
8. How about my personal data privacy?
All data submitted to wealthcare.my are processed by our internal team and viewed only by the appointed licensed financial adviser. We strongly support the Personal Data Protection Act (PDPA), which dictates that we keep your information private & confidential and prevent them from any misuse in any way whatsoever. To see our Privacy Policy, please click here.
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