Secure Your Retirement

A secure, comfortable retirement is every worker's dream. And now because we're living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did.

WE WILL HELP YOU

We offer client-centric advice and provide alternative solutions to clients in the areas of investment management, individual and corporate risk management services and estate planning.

YOUR NEIGHBOURHOOD FINANCIAL ADVISER
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about us

We are a financial advisory firm regulated by Bank Negara Malaysia and Securities Commission. We offer client-centric advice and provide alternative solutions to clients in the areas of investment management, individual and corporate risk management services, as well as estate planning.We can help you keep track of the financial compartment of your life making you feel more prepared and confident for your futureWe provide independent advice to assist you in making an informed decision before making a final commitment towards a financial product or service.

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our services

life planning
insurance planning
investment planning
will and trust
employee benefits
strategic alliance
asset risk management

INFO SESSIONS

Career Opportunity

We have our in-house BOP (Business Opportunity Presentation) on financial planner as a career. Every Tuesday, 2pm-3pm @ I-Max Financial’s …

Offshore Investment

You can now open an offshore investment account in S&P500 ETF. Those who like to save in different currency (GBP/Euro/USD/AUD) …

Private Retirement Scheme

Youth Incentive For youths aged between 20-31. Contributor will be given a RM 1,000 one-off contribution when she/heĀ  made a …