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
-
Ivy Yee
B.Econs (Hons), CFP, RFP
Ivy is a Financial Adviser licensed by both Securities Commission and Bank Negara Malaysia. She is an Economics graduate from the University of Malaya. She started her career in one of the largest Japanese Multinational Corporations as a management trainee, all the way to Head of Marketing. In 2002, she left her corporate path to pursue financial planning as her passion for time and money freedom inspired her to educate the public of the same.
In 2009, she founded I-MAX Financial Sdn Bhd, a licensed financial planning firm. The firm offers core services in Insurances and Investment Advisory, representing client’s interest in sourcing and allocating the most effective portfolio that meets the client’s financial goals. She is known for her passion and clarity in transforming a blank paper into an easy-to-understand action plan.
Over the years, Ivy has been invited to conduct training and various seminars on FP topics and Corporate Employees’ Benefits Solution to her corporate clients and organizations like Petronas, Hewlett Packard, Colgate Palmolive, Malaysia Private Dentists Association, etc.
She is passionate to impart her experience to groom the 2nd generation of financial planners to build a fulfilling and sustainable career in this industry. Ivy believes anyone who is willing can be trained to be a good Financial Planner given the right platform, mindset and commitment.
-
Eugene Yap
Eugene graduated with a professional accountancy qualification, ACCA at the age of 20. He started his career with KPMG auditing briefly, before joining HSBC Management Trainee program in 2015.
He was with HSBC for 8 years, majority of which was dedicated to serving MNCs from China who have operations in Malaysia.
In his time in banking, Eugene realized through his interaction with clients and colleagues alike, although they all work hard for the company; not many are savvy about their own personal finance, be it either due to constraints of time or awareness.
There’re 80,000 life insurance agents and 60,000 unit trust consultants in Malaysia, but there are only less than 2,000 financial advisors. Whereas in developed countries, the ratio is the other way round. There is a huge gap in the market for financial advisors who can advise clients on their financial welfare independently and holistically.
Eugene hopes to play a part in growing the Financial Advisory (FA) industry in Malaysia. His goal is to attract like-minded advisors as a means to make Financial Planning more accessible to the people of Malaysia.
-
Johan Adam Jurohni
MBA, CFP
Johan’s qualifications are in the area of Human Resources, MBA majoring in Human Resources from Wales (UK) and Certified Financial Planner (CFP).
Started his career in accounts and progressed towards Human Resources Manager in various Organizations.
He was HR Manager for 15 years after which he joined AIA Bhd as insurance agent in 1998 and gradually rose to Agency Leader. Total of 16 years in AIA, wanted something more than just insurance, he decided to pursue the Financial Planning path and transition himself from a tied agent to a Financial Planner and joined I-Max Financial in January 2013.
Having a FA platform allows Johan the freedom to recommend the most relevant solution for the client’s need. He practices holistic financial planning with all his client before any product is implemented.
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
Henry Fu
Wong HH
Francis Poon
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
AIA
Great Eastern
Prudential
HLA
Manulife
Allianz
Tokio Marine
AXA
Ammetlife
MCIS
Etiqa
General Insurance Partners
Allianz
Generali
Lonpac
AIG
Takaful
Great Eastern
Tokio Marine
Chubb
Etiqa
P&O
AIA
Ikhlas
Pacific
Liberty
Berjaya Sompo
Tune Protect
Investment Partners
Phillip Mutual Berhad
Archipelago
Trust & Wills Partners
RHB Trustees Berhad
work with us
-
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
-
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:
-
Learn about our culture and responsibilities of being a member of the firm
-
Receive on-the-job training designed to help you succeed
-
Have the opportunity to work on real responsibilities alongside other members
Apply here
-