Company

Independent Wealth Planner (IWP)

Financial Services Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, My 5 employees

Employees: 5
Contacts: 1
Emails: 1

Independent Wealth Planner (IWP) Overview

Headquarters: Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, My
Industry: Financial Services
Employees: 5
Founded: 2022
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Consultancy Finance Mortgage Banking Legal Conveyancing Insurance Estate planning Risk planning Real estate Loans Investment

About Independent Wealth Planner (IWP)

We help individuals in a variety of areas in managing their finances such as financial planning, risk analysis and insurance planning, retirement planning, investment planning and estate planning. We help you identify short and long term goals for your financial life, make a plan to achieve your goals and then execute on the plan. We are meant to help and provide the best financial solutions that would cater to the individuals’ needs because everyone has different needs in their lives. Plans and solutions are tailor made and always based on customer needs. Our customers make informed financial decisions after getting quality advice and recommendations that meet their best interest.

Independent Wealth Planner (IWP) Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

Independent Wealth Planner (IWP) Org Chart

Sample employees and titles

Name	Title	Location	Contact
Chin Mee Lai	Marketing Manager at Independent Wealth Planner (Iwp)	Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia	View
Chanelle Tan	Offering Unbiased and Free Consultation on Almost All Financial Products You Might Need!		View
Jasmine Ng	Offering Unbiased and Free Consultation on Almost All Financial Products You Might Need!	Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia	View
Emily Rodriguez	Accounting Bookkeeper at Independent Wealth Planner (Iwp)	Englewood, Colorado, United States	Email