Independent Wealth Planner (IWP) Company Profile, Contacts & Intelligence

Independent Wealth Planner (IWP) Overview

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.

Headquarters

Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, My

Industry

Financial Services

Founded

2022

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Independent Wealth Planner (IWP) Contact Intelligence

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Independent Wealth Planner (IWP) People & Org Chart Preview

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Independent Wealth Planner (IWP) Workforce Composition

Seniority breakdown across 4 visible profiles.

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