iWealth MY

Finally. Your roadmap to financial freedom at your fingertips.

iWealth guides you to achieve your financial freedom using a holistic wealth management approach. Get started on your journey to financial freedom now.

We give you a clear picture of the things you need to do to achieve your financial freedom in 3 stages.

WHAT YOU HAVE

A big picture paints a thousand words. We help you paint your big financial picture by organizing all your money matters in one place. We show you all your assets, liabilities, income, expenses in a single view.

WHERE YOU ARE

Using a picture, we show you where you are now in your journey to achieve financial freedom and how far are you from the destination. We highlight gaps and opportunities on how you can get more from your money.

WHAT TO DO

We help you improve your wealth by providing personalized recommendations and insights based on your financial profile. We work with you to build annual action plan so that you can make sure that you are doing everything necessary to move to your financial freedom destination.

If you are serious about achieving all your financial goals, you will need a roadmap to financial freedom.