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.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Level 19, Boutique Office 1 (B-01-D), Menara 2 (Pillar 11), Kl Eco City,pantai Baru,no.3 Jalan Bangsar,kuala Lumpur,malaysia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Consultancy, Finance, Mortgage, Banking, Legal, Conveyancing, Insurance, Estate planning, Risk planning, Real estate, Loans, Investment, Retirement.
- HQ
- Kuala Lumpur, Kuala Lumpur
Independent Wealth Planner (Iwp) Questions
Independent Wealth Planner (Iwp)'s website is https://www.instagram.com/independentwealthplanner/
Independent Wealth Planner (Iwp)'s LinkedIn profile is https://my.linkedin.com/company/independent-wealth-planner
Independent Wealth Planner (Iwp) has
5 employees.
View email and phone details for 5
employees at Independent Wealth Planner (Iwp).
Independent Wealth Planner (Iwp)'s industry is
Financial Services
Independent Wealth Planner (Iwp)'s top competitors are
Wealth Designer Hub,
Prestige Wealth Management,
Sharia Wealth Institute,
Insure Wealth Group Inc.,
Sd Solutions (Strive Delta Sdn Bhd),
Absolute Financial Solutions,
Finix Advisory,
Sheel Management Sdn Bhd,
Wealth Creation Strategies,
Iwp Family Office.
Independent Wealth Planner (Iwp)'s categories are Financial Services
Independent Wealth Planner (Iwp)'s founding year is 2022
