About – I-MAX Financial

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.

Company History

Securing Financial Futures Since 2009

2009 I-Max Financial was established with 2 Financial Advisor Representatives ("FAR")

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

2016 Awarded Malaysia Most Impactful Service Award ("MMIA")

2023 • Allianz Top 5 Financial Advisors • Great Eastern 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.