About Us – Impact Wealth Advisory
True Wealth with Purpose. Impact with Clarity.
True Wealth with Purpose. Impact with Clarity.
True Wealth with Purpose. Impact with Clarity.
At IWA, we believe wealth is a means, not an end. It is not merely defined by how much one accumulates, but by the clarity it brings, the freedom it unlocks, and the legacy it enables. We exist to guide individuals toward financial lives rooted in purpose, built with discipline, and designed for impact.
Our Purpose - Social Impact Centric
True Wealth with Purpose. Impact with Clarity.
True Wealth with Purpose. Impact with Clarity.
Our Vision is "To help all people to achieve greater peace of mind and true wealth, achieving breakthrough for themselves and future generations, and creating positive social impact for the greater good of people."
Our Mission is “To create lasting financial impact for every client, family, and community we serve.”
We track not just revenue—but lives impacted, debt cleared, habits changed, and clarity gained. Our success is measured by transformation, not transaction.
Our Core Belief
True Wealth with Purpose. Impact with Clarity.
What We Stand For
True financial freedom is not built on speculation or sales—but on wisdom, systems, and stewardship.
We do not sell dreams. We do not chase products. We serve clients by building a framework for financial freedom that is grounded in timeless investing principles, behavioral psychology, and personalized planning.
What We Stand For
This Is More Than Finance. It’s a Movement.
What We Stand For
1. Philosophy Over Products
We begin every journey by understanding your values and vision. Our focus is not on what you can buy, but who you want to become.
2. Discipline Over Drama
We teach systems and habits, not shortcuts. Progress is measured, not promised. Automation, consistency, and financial intelligence guide every plan.
3. Clarity Over Complexity
Finance should not be overwhelming. We break it down into a step-by-step methodology—measurable, trackable, and simple to follow.
4. Stewardship Over Sales
Every recommendation we make is grounded in fiduciary care, holistic thinking, and the belief that money is a tool to serve life—not the other way around.
Our Framework
This Is More Than Finance. It’s a Movement.
This Is More Than Finance. It’s a Movement.
Every client is guided through a proprietary 10-Step Wealth Freedom Framework, built to move them from financial chaos to confidence. Whether facing debt, managing income uncertainty, or planning for legacy, our system adapts to where each person is—while staying rooted in universal truths.
This Is More Than Finance. It’s a Movement.
This Is More Than Finance. It’s a Movement.
This Is More Than Finance. It’s a Movement.
Impact Wealth Advisory is not just a financial advisory team. It is a revolution in how people live, plan, and build.
If you're seeking more than just a product…
If you're ready for clarity, freedom, and purpose-driven growth…
Your journey starts here.
Meet our leaders
Ivan Teo – Founder and Strategist, IWA
Ivan Teo is a visionary financial leader, educator, and transformational strategist with over 14 years of experience in Singapore’s financial advisory landscape. As the founder of IWA, Ivan is redefining what it means to build wealth — placing purpose, systems, and impact at the heart of personal finance.
Patrick Chang - Partner & Lead Coach, IWA
Patrick brings over 15 years of distinguished experience in financial advisory, executive coaching, and personality-based planning. A multi-certified professional (MBA, CFP®, ChFC®, ICF-ACC, IBFA), he is both a strategist and a human developer, driven by a clear mission: to guide individuals toward Protirement