Independent Wealth Planner (IWP) Sdn Bhd

📍 Financial advisors in Kuala Lumpur

Independent Wealth Planner (IWP) Sdn Bhd

9.2

Independent Wealth Planner (IWP) Sdn Bhd provides a genuinely helpful experience for those navigating financial planning. Their team demonstrates a commitment to client understanding, offering clear explanations and readily available support throughout the entire process. They make a complex area feel more accessible, providing a reassuring and proactive approach to wealth management. Financial guidance is a core strength.

I was particularly impressed by their dedication to personalized solutions and their willingness to go the extra mile. The level of care and attention to detail is commendable, building trust and confidence. It is a reliable service and a great option for individuals and families seeking professional and considerate support in their financial journey. They’re also adept at providing loan advice.

Information about financial advisor in Kuala Lumpur - Independent Wealth Planner (IWP) Sdn Bhd

Service options
  • Online appointments
  • On-site services
Accessibility
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet
Amenities
  • Toilet
Planning
  • Appointment required
  • Appointments recommended

Customer Reviews

★★★★★

Independent Wealth Planner (IWP) Sdn Bhd has a rating of 5 out of 5 based on over 130 reviews on Google

Wei Ching Law

It was a pleasure working with Jasmine and her team of lawyers Eve, Ms Chan & Sean from L H YEO & CO to my 2 recent foreigner purchasers. Every parties are kept in the loop of any updates and status of the transaction process, very effective and highly efficient. Jasmine is willing to meet with my client in a very short notice (just before their departure) and that helps to laid the important first step of getting the deal successfully close at a faster speed. She assisted my clients to get the best loan package and her lawyers are very detailed in explaining the procedure to my clients. I strongly recommend her to anyone who needs loan & legal services!

Wei Ching Law ☆ 5/5
liu wei

I’m truly grateful for the support and guidance from Eve, my mortgage consultant at Independent Wealth Planner. She was professional, patient, and always made sure we understood every step of the loan process. Eve worked closely and helped us successfully get loan approved from bank. Her clear communication and constant follow-up made the whole experience so much easier and less stressful. I highly recommend Eve if you’re looking for a reliable and dedicated mortgage consultant.

liu wei ☆ 5/5
Wesley Kang

It was a great journey working with Jasmine throughout this loan & legal process. What I really appreciate most is that instead of a business transaction, it's more like having a friend walk me through the whole process. She makes sure that i fully understand all the details including timeline and costing involved in the whole property process so that I can be well prepared. I highly recommend her for your future property purchase.

Wesley Kang ☆ 5/5
Pei-Wan Lee

I have been knowing Jasmine for few years and I always have good experience working with her and one of her lawyers Lai Fun from Teoh Pek Wei Advocates & Solicitors, be it for my clients who want to purchase or to sell. I strongly recommend her to anyone who needs loan & legal services!

Pei-Wan Lee ☆ 5/5
Lih Wai Lee

I had a fantastic experience working with Lyra for my housing loan application. Before I even started bidding for an auction property, Lyra helped me to pre-check my housing loan eligibility, making sure my profile was in good shape. This extra step really gave me peace of mind and minimized the risk of facing any issues when applying for the loan later. Thanks to her professionalism and dedication, she also managed to secure a housing loan for me with a very competitive low interest rate. I’m truly grateful for her support throughout the process and highly recommend her services to anyone looking for a reliable and knowledgeable housing loan agent!

Lih Wai Lee ☆ 5/5
S*****i Z***i

I’m so grateful to have had Lyra as my wealth planner. She’s really been a one-stop centre in my subsale property journey — guiding me through the process, connecting me with the right lawyer, and even helping me get the best rates from banks and legal firms. She’s never pushy, always responsive, and goes the extra mile to help! Highly recommend for being reliable, knowledgeable, and genuinely supportive!

S*****i Z***i ☆ 5/5
Huiyee Tan

Lyra was amazing to work with! Super helpful, patient, and always quick to respond. She got me a great loan deal. The legal team she recommended was also professional and efficient, everything was done smoothly and on time. Great experience overall!

Huiyee Tan ☆ 5/5
View all reviews

Information about Independent Wealth Planner (IWP) Sdn Bhd

Address

Independent Wealth Planner (IWP) Sdn Bhd is located at Level 19, Boutique Office 1 (B-01-D), Menara 2 (Pillar 11 KL Eco City, Pantai Baru, 3, Jalan Bangsar, 59200 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia

Phone

The phone number of Independent Wealth Planner (IWP) Sdn Bhd is +60 12-220 6668

Website

The website of Independent Wealth Planner (IWP) Sdn Bhd is: linkedin.com

Business Hours

Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed

Contact Independent Wealth Planner (IWP) Sdn Bhd

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