INSUREWEALTH INTEGRATED PARTNERS

Safeguarding Wealth, Securing Futures.

IWP Advisory provides expert financial advice in personal risk management and estate planning, helping you protect what matters and plan confidently for the future.
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Our Services

At IWP Advisory (InsureWealth Integrated Partners), we are dedicated to providing exceptional services in personal risk management and estate planning. 

Life and Health Protection

Comprehensive insurance solutions including life, medical, and critical illness coverage to safeguard you and your family.

Legacy and Estate Planning

Structured strategies for wealth transfer, succession planning, and preserving assets across generations.

Investment and Wealth Planning

Personalized financial planning to grow, protect, and sustain wealth in alignment with your long-term goals.

Retirement Planning

 

Tailored plans to ensure financial independence and security in your retirement years.



Business Protection Solutions

Advisory services for entrepreneurs and business owners, including keyman insurance and succession planning.

Financial Literacy and Advisory Support

Empowering clients with the knowledge and guidance to make informed financial decisions.

 

 

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.

Over the years, Si Zhe has contributed as both a practitioner and trainer. He has served as an appointed trainer delivering workshops and seminars on insurance, will writing, and legacy planning. In addition, he mentors new and experienced financial planners, equipping them with the skills and mindset to serve clients effectively and responsibly.

Si Zhe believes financial planning is not only about wealth management but also about building peace of mind and a meaningful legacy. His approach blends professional expertise with empathy, ensuring every plan is sustainable and tailored to each client’s aspirations.

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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.

As the founder of IWP Advisory, Surely believes that true advisory work goes beyond policies and numbers—it is about listening, understanding and guiding with care. Her approach combines professional expertise with genuine empathy, ensuring that every client receives not only the right protection plan, but also peace of mind.

At IWP Advisory, her mission is simple: To educate and empower clients in making informed financial decisions; To design holistic insurance and risk management solutions; To build long-term relationships based on trust, integrity, and results.

Strong-willed yet approachable, she takes pride in leading a team that shares the same passion for protection and service excellence. Together, they are committed to making a meaningful difference in the lives of the people they serve.

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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.

As a Certified Financial Planner, Wealth Crafter, and Legacy Planning Advisor, Jeno combines technical expertise with a client-centered approach, offering comprehensive strategies that balance protection, growth, and legacy. Beyond his personal practice, he leads two expanding agency teams : conventional and Takaful , with a mission to mentor and empower the next generation of financial advisors. His recruitment and training programs are designed to instill professional competence, resilience, and purpose in building meaningful careers.

Jeno also contributes actively as a mentor and trainer, sharing insights on sales development, financial literacy, investment strategies, and leadership growth. He believes financial planning is not only about managing risks and growing wealth, but also about creating resilience, protecting legacies, and empowering people to live with confidence.

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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.

As a co-founder of IWP Advisory, Asley also plays a pivotal role in shaping the firm’s vision and growth. She is especially passionate about mentoring and developing future leaders in the profession, believing that strong values and continuous learning are key to raising the next generation of financial professionals. Her dedication to both clients and colleagues has established her as a respected leader and role model within the industry.

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Join Us in Shaping Financial Futures

Discover a career where your expertise empowers lives and your growth is part of the journey.

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