Whitman Independent Advisors expects 10,000 subscribers from two new apps

KUALA LUMPUR: Whitman Independent Advisors Sdn Bhd expects to achieve in the next 12 months, 10,000 subscribers from its two new mobile applications (app) for financial freedom, namely the iWealth Basic and iWealth plus.

Founder and managing director Yap Ming Hui said the iWealth Basic, launched yesterday is a free app, whereas the iWealth Plus introduced two months ago is a fee paying mobile app and comes with the assistance of a licensed wealth manager to guide users to their financial freedom roadmap.

“We are confident of reaching this target by June next year, and in doing so, will flag-off our roadshow and also doing some digital marketing,” he told reporters at the launch of the iWealth Basic app yesterday.

He said through the iWealth Basic, users can navigate the easy to use mobile app by entering their personal financial information such as income, expenses, existing investments and financial goals to arrive at the most optimal way to achieve financial freedom.

These actions form the basis of a masterplan for all future financial and investment decision making.

“At the end of the day, users get to choose strategies that would best serve their needs and interest. They will be able to see the impact of every financial decision, no matter how big or small, on their financial future,” Yap said.

The company is targeting millennials and will expand to a larger population.

Established in 2000, Whitman Independent Advisors is a leader on holistic wealth management in Malaysia and currently advises more than RM2 billion worth of clients’ wealth.