Building wealth, and protecting it

We help Malaysians take charge of their finances and feel more confident with money.

Here's how we do it

Comprehensive Business and Personal Solutions

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Personal Services

Wealth management for professionals or business owners

(Min. investment sum = RM50,000)

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If you find yourself wondering:

Am I going to have enough to retire by the time I reach 60?
Is my family going to be OKAY if I were to leave this world, tomorrow?
I have some savings but with living costs increasing every year, will it last me till the day I die?

We would like to invite you to have a chat with us. The first meeting is on the house.

What we promise:

check_circleNo product selling
check_circleWhat you shared with us will be kept confidential
check_circleWe will give you our unbiased advice and an honest assessment of your situation

You can read about our philosophies here:

Money Personality Quiz

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Business Services

We work with companies to design employee benefits program with a strong emphasis on Financial Literacy and High-Deductible-Health-Plans ("HDHP") to boost employees' medical coverage.

(Min. 3 employees to start a program)

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Where we differ from other EB providers is our emphasis on:

check_circleFlexible Benefits for employees
check_circleCost Control for company
check_circleFinancial Education for employees

You can read more about each of the topic here.

About I-Max

Securing Financial Futures Since 2009

2009 I-Max Financial was established with 2 FARs

2013 Expanded to a 60-person team, comprising financial advisors and associates

2016 Awarded Malaysia Most Impactful Service (MMIA)

2023 • Allianz Top 5 Financial Advisors • GE Group Insurance Employee Benefit Central Region Top Producer Growth

2025 AIA Top Corporate Agent/Financial Advisory for Employee Voluntary Solution Provider

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.

Latest Updates

News & Announcements

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March 9, 2023

Anti Scam Awareness

February 7, 2023

Announcement on Scammers Using I-Max Financial Name

Announcement on Scammers using I-Max Financial Name 7th Feb 2023 Dear Sir/Madam, We have been contacted by victims…

What Our Clients Say

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…

MS CHIA, SENIOR HUMAN CAPITAL EXECUTIVE Subsidiary of a Singapore-based FinEduTech Group.

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…

MS UMA, GENERAL MANAGER Subsidiary of a leading French company in the professional hygiene and industrial maintenance industry.

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…

MS TEH, HR MANAGER One of the largest manufacturer of automotive batteries in Malaysia.