INSUREWEALTH INTEGRATED PARTNERS
Safeguarding Wealth, Securing Futures.
Our Services
At IWP Advisory (InsureWealth Integrated Partners), we are dedicated to providing exceptional services in personal risk management and estate planning.
Our Commitment to Your Financial Future
At IWP Advisory, we stand out through our commitment to personalized service, professional expertise, and long-term trust. Unlike one-size-fits-all solutions, we take time to understand each client’s unique goals and craft tailored financial strategies that truly safeguard their future.
Our clients choose us because we combine deep industry knowledge, proven risk management practices, and a client-first approach. With integrity at the core of everything we do, we build lasting relationships and provide clarity, confidence, and peace of mind in every stage of financial planning.
Our Mission
Our mission is to empower individuals and families with trusted financial advice and personalized solutions that protect wealth, secure futures, and build lasting confidence. We pride ourselves on fostering long-term relationships by understanding each client’s unique needs and goals, creating a clear roadmap to financial security and peace of mind.
Meet our Leaders
Si Zhe
Co-Founder
Si Zhe one of the co-founders of IWP, a financial planning practice built on the mission of helping individuals, families, and business owners achieve financial clarity and long-term security. With 13 years of experience in the industry, he focuses on insurance planning, wealth transfer, retirement strategies, and estate planning. His commitment lies in guiding clients to make confident choices that safeguard both present needs and future goals.
Surely Lim
Co-Founder
With more than 20 years of experience in the insurance and financial advisory industry, Surely Lim has dedicated her career to helping individuals, families, and businesses safeguard what matters most. Over the years, She has built a reputation for delivering clear, reliable, and tailored solutions that empower clients to plan confidently for their future.
Jeno Chong
Co-Founder
Group Agency Leader | Wealth Crafter | Will & Legacy Planning Advisor
Jeno Chong, CFP®, is an accomplished group agency leader in the insurance and Takaful industry, dedicated to guiding individuals, families, and professionals toward financial clarity and long-term security. With more than a decade of experience, he specializes in medical and life protection, investment planning, wealth accumulation, estate planning, will writing, legacy planning, and Takaful solutions designed to meet both present needs and future aspirations.
Asley Kuan Swee Leng
Co-Founder
Asley brings more than 22 years of expertise in the financial planning industry, where she has guided countless individuals and families in areas such as legacy planning, wealth protection, and personal risk management. Her approach goes beyond providing solutions — she focuses on building long-term trust and ensuring her clients’ financial security across generations.
Join Us in Shaping Financial Futures
Discover a career where your expertise empowers lives and your growth is part of the journey.