Your Employee Benefits Specialist
We talk to our clients.
We understand what they want and what are their pain points.
Then we help them design, implement, and manage a plan that will help them achieve the desired outcome.
About us
Founded in December 2009, I-MAX FINANCIAL is a financial planning firm licensed by Securities Commission (SC) and Bank Negara Malaysia (BNM). We are a team of financial advisers, striving to assist our clients to meet their financial needs and goals by equipping them with the right type of financial services and products. I-MAX FINANCIAL offers client-centric advice and provides diverse solutions to clients in the area of investment management, individual and corporate risk management services.
Our Purpose & Values
I-MAX exists in service of others. We place strong emphasis on long-term relationships built upon solid foundations of integrity and sustainability.
– Integrity: We hold ourselves to high ethical standards and always do things that are in the best interest of our clients.
– Sustainability: We are one of the pioneer licensed financial advisory firms in Malaysia having established since 2009, and we are here for the long run. We lead with a service mindset, proven through our client-centric approach, serving as trusted and holistic advisors to our clients, helping them in various aspects of financial planning over the long term.
At I-MAX, we believe that everyone deserves fair access to unbiased and professional financial advice.
our directors

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Ivy is an independent Licensed Financial Adviser licensed by both the The Central Bank of Malaysia and Securities Commission. Ivy started her career in Panasonic, all along in the sales and marketing area. In 2002, she decided to leave the corporate path to pursue entrepreneurship in the financial services sector. She was attached to ING Life Insurance from 2002-2008, earning herself the prestigious life insurance award i.e., the MDRT (Million Dollar Round Table, USA) for 3 years and building a team of producers of 5 MDRTs while pursuing the Certified Financial Planner (CFP) from Financial Planning Association of Malaysia and Registered Financial Planner (RFP) from Malaysia Financial Planning Council (MFPC).
In January 2010, she untied from the ING tied agency and she set-up I-MAX Financial Sdn Bhd, a licensed financial planning firm. Over the last 10 years, Ivy has been invited to conduct training and various seminars on Corporate Employees’ Benefits, Financial Planning topics and Wealth Management Seminar to organizations like Petronas, Hewlett Packard, Colgate Palmolive (M), Ribena Group, Quantity Surveyors Company and many more.
Besides corporate servicing, Ivy enjoys imparting financial knowledge to raise the public’s financial literacy. Using layman’s terms, she can easily convey the gist of financial planning to her audience. Ivy strongly believes everyone can be trained to be a competent financial adviser, whether or not he/she possesses the required qualification.

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He has obtained qualifications in the area of Human Resources, namely Certificate in Personnel & Training Management, Diploma in Business Admin, MBA majoring in Human Resources from Wales (UK) and a Certified Financial Planner (CFP). Started his career in accounts and progressed as Human Resource Manager in various Organizations. He has extensive experience in the field of Human Resources for 15 years. Whilst he was in Human Resources, he ventured into insurance sales, joined AIA Bhd as a part-time insurance agent in year 1981. He became full time insurance agent with AIA Bhd in 1998. Within the next 3 years became the Agency Leader and Unit Manager. Built the insurance business and agency with new agents along with a large client base.
Having realized the changes taking place in the insurance industry, pursued further studies and obtained CFP (Certified Financial Planner) in year 2011. He has always have been a strong advocate and passionate about Financial Planning. Now he is able to help clients to see the bigger picture. He wants to create more awareness amongst the existing and new customers. He wants them to entrust us to protect their love ones and manage their wealth.
He believes being independent gives the freedom to recommend the best suited product for their needs. The role is gearing towards becoming more knowledgeable and trustworthy financial planning advisers. The Key is the approach as one stop centre with a holistic approach, we will be able to be in clients’ shoes and see his overview of how he is able to achieve his goals and dreams.
Our Financial Adviser Representatives
Fazrul Farouk
Muhamed Al-Jeffrey
Goh Chee Yong
Kiwi Tan
Ravindiran
Au Yong
Surinder Kaur
Benjamin Chong
Nick Lim
Deyendra Doshi
Evelyn Wong
Henry Fu
Wong HH
Yap Eugene
Caden Chew
Testimonials
“I-Max has been our trusted advisor for many years. Last year, one of our members contracted with critical illness. I-Max helped us with the claim process, by ensuring timely and adequate payout; and during the renewal cycle, due to the high claim payout, the incumbent insurance company increased our premiums by roughly 20%. After a thorough review, I-Max helped us to switch to another insurance company at no additional costs while maintaining the same benefits. Besides Employee Benefits (“EB”), we also procure other coverage from I-Max such as travel and motor insurance from time to time, dealing with a single point of contact whom I can trust makes life easier for me and my team.”
– MS LOW, DIRECTOR –
A Project Management Consulting company with more than 5,000 members globally.
‘We have two operating entities in Malaysia: one in Kuantan and the other in KL. Previously, our group medical benefits program are handled by two different agents and the service for the KL branch was not satisfactory, often resulting in late billings and outdated member listings. I-Max helped us to standardize the benefits plan across both our entities and improved our claims management process, allowing me to focus on other important matters. In addition, the support staff of I-Max is great and able to provide instant feedback and support throughout our claim inquiries and claim processes.”
– MS TEH, HR MANAGER –
One of the largest manufacturer of automotive batteries in Malaysia.
“Our previous agent has been servicing our group medical insurance for years without an in-depth review of whether the policy is still updated or matches the company’s current needs. In our last renewal cycle, we received a quotation that has way exceeded our budget and decided we need a change. Through a referral, we engaged I-Max as our new EB consultant.
After reviewing our company’s past claim records and understanding our future requirements, I-Max not only helped us to keep the premium within budget, we obtained even better benefits than before. And even more surprising the renewal was done with the SAME insurance company which quoted us a higher price earlier!”
– MS UMA , GENERAL MANAGER –
Subsidiary of a leading French company in the professional hygiene and industrial maintenance industry.
“I-Max provides adequate services in sourcing plans which matches our company’s requirements. They could identify and explain the differences between each proposed plan and patiently answered all our queries with case examples.
In addition, they arranged for briefings to educate our team members on coverage, claim processes, etc. I-Max also provides good support when it comes to claiming matters where we encounter difficulties; they are there to guide and offer a helping hand.
With I-Max, we feel clear, secure and confident with our selection. Last but not least, our team members are thankful and appreciate the benefits & coverage that they are enjoying.”
– MS CHIA, SENIOR HUMAN CAPITAL EXECUTIVE –
Subsidiary of a Singapore-based FinEduTech Group.
our partners
Get insured by top insurance companies
Life Insurance Partners
General Insurance Partners
work with us

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We welcome people who are existing practitioners in the insurance/ investment industry. There are only two aspects we consider as we look for new people to join the firm:
1) Entrepreneurial drive and,
2) Inclusive leadership.
Apply here

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We help young adults gain career experience in the financial planning industry. Our program is a 3 to 6 months internship for graduate students with the aim of transitioning to a full-time position with the firm.
As an intern, you will:
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Learn about our culture and responsibilities of being a member of the firm
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Receive on-the-job training designed to help you succeed
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Have the opportunity to work on real responsibilities alongside other members
Apply here
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