Brand profile · Financial Services

Independent Wealth Planner (IWP)

Independent Wealth Planner works in Financial Services, out of Kuala Lumpur. It is a partnership, and its site is instagram.com. It holds one address on record, all in Malaysia. Headcount on record is 4. Its work is tagged loans, insurance and conveyancing. The record links six similar brands, most of them in Financial Services.

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Profile live Partnership Founded 2022 1 office country
Counted staff
4
self-reported band not used
Founded
2022
4 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Partnership
self-reported
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Description

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.

Specialties

All 13 specialties
  • Consultancy
  • Finance
  • Mortgage
  • Banking
  • Legal
  • Conveyancing
  • Insurance
  • Estate planning
  • Risk planning
  • Real estate
  • Loans
  • Investment
  • Retirement

Related specialties

Locations

Malaysiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary MY. Codes: MY.1 countryprimary MYMY
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Countries1
Primary countryMY

All codes: MY

Addresses

  • MYLevel 19, Boutique Office 1 (B-01-D), Menara 2 (Pillar 11); KL Eco City, Pantai Baru, No.3 Jalan Bangsar, Kuala Lumpur; Kuala Lumpur, Kuala Lumpur 59200Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

3 employee profiles on record · names withheld.

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FAQ

How many people work at Independent Wealth Planner (IWP)?

4 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does Independent Wealth Planner (IWP) have offices?

One address on record, Malaysia only. Primary: Level 19, Boutique Office 1 (B-01-D), Menara 2 (Pillar 11), KL Eco City, Pantai Baru, No.3 Jalan Bangsar, Kuala Lumpur, Kuala Lumpur, Kuala Lumpur 59200.

Has Independent Wealth Planner (IWP) raised funding?

None linked to this brand.

What does Independent Wealth Planner (IWP) list as its specialties?

13 tags on the brand's own list, among them loans, insurance and conveyancing.

Which companies are listed alongside Independent Wealth Planner (IWP)?

Six peer profiles on record: SD SOLUTIONS (STRIVE DELTA SDN BHD) and Fition Wealth Management.

What is Independent Wealth Planner (IWP)'s website?

instagram.com