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ABOUT US

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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.

Certified Financial Planner in Malaysia

When it comes to managing your finances, navigating investments, or planning for retirement, having expert guidance can make all the difference. A Certified Financial Planner in Malaysia is professionally trained to provide comprehensive, ethical, and objective financial advice. By working with one, you're not just getting investment tips—you’re building a long-term strategy that aligns with your personal goals and financial future.

Personalized Financial Guidance

Receive tailored advice based on your income, priorities, and life stage to help you make confident decisions.

Holistic Wealth Planning

Covers everything from saving and budgeting to insurance, investments, retirement, and estate planning—all in one plan.

Objective, Professional Advice

A certified planner works in your best interest, offering recommendations that are independent and product-neutral.

Long-Term Financial Roadmaps

Create a clear, step-by-step financial plan that evolves with your needs, lifestyle, and market conditions.

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.
sim
Ms. Sim Soek Khen
Founder of SK-iWealth

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oo
Ms. Oo Huei Ying
Managing Director
High Net Worth Advisor
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hor
Mr. Hor Kwei Loon
Director
Talent Management
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koey
Ms. Koay Ee Peng
Financial Integrator (Senior)
Head of Operation Divison
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jamie
Ms. Jamie Loh
Financial Integrator (Senior)
Head of Training Divison
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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. Kong Cia Ying
Financial Integrator (Senior)

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Ms. Evon Leong
Financial Integrator 

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liew-h
Ms. Liew Huey Chin
Financial Integrator 

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Ms. Samantha Yew
Financial Integrator 

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sootene
Ms. Lee Soo Tene
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.

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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.