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Company History

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 partners

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Insurance Partners

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Investment Partners

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Trust & Wills Partners

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