Our Story

What started as a accountancy and tax services in 1984 has grown into a full financial services solution provider for many individuals and companies. We are truly proud of that. 


Our firm’s comprehensive wealth platform and experience supports a team of Financial Integrators with the resources they need to deliver integrated financial solutions for high net worth individuals and companies. Often, our customers conclude, at the end of an appointment, that nothing is impossible with sound financial integration – which is absolutely true. 

OUR TEAM

Our Financial Integrators are all different in their approaches and yet they all have a shared beliefs of achieving financial abundance by ensuring your financial solutions are suitable, sufficient, sustainable and synergetic.

Ms. Sim Soek Khen

Founder of SK-IWealth


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Ms. Oo Huei Ying

Managing Director

High Net Worth Advisor

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Mr. Hor Kwei Loon

Director
Talent Management

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Ms. Koay Ee Peng

Financial Integrator (Senior)

Head of Operation Division

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Ms. Jamie Loh

Financial Integrator (Senior)

Head of Training Division

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Ms. Lena Ng

Associate Partner

Marketing & Branding

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Ms. Puru

Financial Integrator (Senior)


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Ms. Khaw Hui Ming

Financial Integrator (Senior)


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Ms. Yanice Cheong

Financial Integrator (Senior)


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Ms. Kong Cia Ying

Financial  Integrator (Senior)


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Ms. Liew Huey Chin

Financial Integrator

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OUR ASSOCIATES

Our Associates are leaders and trusted brands in their respective financial sectors with their diversified and distinctive products and services.


This widespread strategic and specialized resources allows us to choose, configure and integrate financial packages that ensure suitability, sufficiency, sustainability and synergy for the unique dreams, priorities and budget of our customers. The bottom line is achieving financial abundance to our client.

What Makes Us Different?

Specialized Knowledge In Integration

Integration is the hallmark of our services. We diagnose client's personal financial ecosystem and identify their unique  needs of wealth preservation, wealth progression and wealth succession and thereafter source the ideal financial solutions from our trusted and diversified Associates to craft an Integrated financial solution to ensure suitability, sufficiency, sustainability and synergy for our high net-worth client' goals priorities across their lifespan.

​We are uniquely positioned, with extensive experience, to draw the best deal for you.