I-MAX FINANCIAL Sdn Bhd offers client-centric advice and provide alternative independent solutions to clients in the area of investment management, individual and corporate risk management services and estate planning

THE SERVICES

services

Life Planning

What are the things you wish to do or achieve in the later part of your life? What are the things you need to plan for? Do you want to own a holiday home in New Zealand, or a farmland in Costa Rica? Do you want to travel widely? What kind of lifestyle do you wish to have after retirement?

insurance

Insurance Planning

What are the things you wish to do or achieve in the later part of your life? What are the things you need to plan for? Do you want to own a holiday home in New Zealand, or a farmland in Costa Rica? Do you want to travel widely? What kind of lifestyle do you wish to have after retirement?

investment

Investment Planning

The common dilemma of investment is to choose between fixed deposit and shares, funds or other investment vehicles. The problem with investing into a fixed deposit is that although it is safe, the return is low. With inflation as a factor, the real return is expected to be even lower leading to slow wealth accumulation.

insurance

Will and Trust

Without a distribution plan, there could be disagreements and arguments between your children, spouse, grandchildren and perhaps other relatives about the deserving percentage of ownership over the estate you have left behind. Furthermore your estate will be subjected to a series of legal procedures, delaying further the transfer.

benefits

Employee Benefits

I-MAX FINANCIAL Sdn Bhd provides staff insurance as part of Corporate fringe benefits. We assist the HR to do insurance audit to their existing insurance programme in terms of benefits and cost and to structure a competitive plan that meets either the financial or benefits objective

risk

Asset Risk Management

In a business, the well being of your assets are very crucial. Properties such as shop lots buildings, stocks of products, transport vehicles and stocks, machineries are just some of your wealth generating assets which may be in risk of damage or loss.

alliance

Employee Benefits

I-MAX FINANCIAL Sdn Bhd provides staff insurance as part of Corporate fringe benefits. We assist the HR to do insurance audit to their existing insurance programme in terms of benefits and cost and to structure a competitive plan that meets either the financial or benefits objective