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.
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 Financial Adviser Representatives
Goh Chee Yong
“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.