Overview:
Ivan is the Founder of Impact Wealth Advisory (IWA), a purpose-driven financial advisory practice under finexis Advisory. He believes wealth is far more than financial accumulation. It is a tool for creating freedom, fulfilling one’s purpose, building a lasting legacy, and making a positive impact on others. Through a holistic and values-based approach to financial planning, Ivan helps individuals, families, business owners, and high-net-worth clients achieve clarity and confidence in every stage of their financial journey.
Industry:
Financial Advisory | Wealth Management | Estate & Legacy Planning | Corporate Advisory
Professional Experience:
With more than 14 years of experience in financial advisory, Ivan has guided clients in insurance planning, investment management, retirement planning, business succession, employee benefits, and legacy planning. As the founder of Impact Wealth Advisory, he developed the firm’s proprietary Wealth Freedom Framework, enabling clients to make informed financial decisions aligned with their personal values and long-term goals. His independent advisory approach provides access to solutions from more than 20 insurance partners, allowing recommendations to be based on client needs rather than product quotas.
Turning Point:
A defining turning point in Ivan’s career came when he realised that many people viewed wealth purely in monetary terms, often overlooking its deeper purpose. This insight inspired him to build a financial advisory practice centred on transformation rather than transactions. By helping clients align their finances with their life purpose, family aspirations, and legacy goals, he redefined success as the positive impact wealth can create across generations and communities.
What He Does Now:
Today, Ivan leads Impact Wealth Advisory, working closely with families, entrepreneurs, SMEs, and high-net-worth individuals on comprehensive financial planning. His practice covers wealth protection, accumulation, corporate advisory, philanthropy, and legacy planning. Beyond advising clients, he is committed to Impact Wealth Advisory’s mission of positively impacting 100,000 lives by 2030 through financial education, purposeful planning, and community outreach.
SGVisionaries Interview:
LinkedIn Profile:
https://www.linkedin.com/in/ivanteoms
Website:
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