Maxima Advisory Sdn Bhd

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Maxima Advisory Sdn Bhd

Approved Financial Adviser Firm by BNM. Tailored solutions, unlimited opportunities. 🌟

22/08/2026

Why we're starting Level Up Your Advisory Series🔑

Insurance moves fast. Trade credit, premium financing, HNW structures — the stuff that actually differentiates an advisor from someone just selling a policy — isn't taught in basic training.

So we're building a series for it. Real practitioners, real frameworks, real cases. Not theory.

#001 kicks off this month. Details on the poster — open to Maxima FAR and our working partners👇

21/08/2026

Throwback Maxima Half year meet, done. 🙌

In this meet up we shared about D&O, business succession structures, key-man planning, IUL Insurance + Premium Financing. The kind of cases most agents never get exposed to.

A year or two ago, we were doing what every other advisor does — recyling old prospect and cold lists, mass market, competing on price with other advisors/agent selling the same thing to the same market.

What changed wasn't effort. It was direction. Specializing in SME & business risk gave us a lane nobody else was standing in.

If you're an advisor who's ever wondered whether there's a different way to build this financial career — this is what it looks like from the inside.

Curious? Let's talk. ☕

15/07/2026

这个行业还能够再待多 5 年呢？

时间就是我们的 Opportunity Cost

14/07/2026

【转型，不是转行】 FAR 职业分享会

在保险或银行理财行业做了几年后，不少从业员都会走到同一个路口：
想要更长远的发展，却又担心一切得从零开始。

这场线上分享会，我们邀请了FAR Coach Fuyaw，
从他自己走过的路，聊聊代理转型成为财务顾问（FAR）到底是怎么一回事。

会上将谈到三点：
1. "转行"这个迷思，到底该怎么破
2. 从销售员到 FAR 顾问，角色差在哪里
3. 如何在不流失现有客户的前提下，把自己的专业往上提

适合对象：保险代理、银行理财人员，以及正在考虑下一步的从业者。

📅 2026年7月28日（星期二）
🕗 晚上 8:30 – 9:30pm
💻 Zoom 线上进行

有兴趣的朋友，请在留言区打 "FAR"，
我们会私讯把报名链接发给您。

Maxima Advisory 巨丰理财｜The Next Level

#巨丰理财 #理财规划师

13/05/2026

Maxima Advisory x SME Hulu Langat Association 🤝

For the past years, we've been working on one thing —
how to partner with business associations to help SME owners see the risks they don't know they have.

Yesterday, we took a big step forward.

At the SME Hulu Langat Association lunch event, we sat down with 115 business owners to talk about real SME business risks. AIG also joined us to share on D&O (Directors & Officers) liability insurance — a protection that most directors don't know they need until it's too late.

We believe awareness comes first. When business owners understand their risks, they make better decisions.

But this event wasn't just about sharing & awareness.

We also created a real opportunity for our advisors to be in the room — to network, to meet business owners face to face, and to build genuine relationships. Because the best way to understand a client's world is to step into it.

Education → Trust → Relationship → Business.

This is part of Maxima Advisory's B2B ecosystem strategy.

We'll keep connecting with more associations, and keep bringing these conversations to more business owners.

Thank you to the SME Hulu Langat Association committee for the trust and partnership.

Thank you to AIG for sharing alongside us. 🙏

01/05/2026

Success is never built overnight — it comes from discipline, persistence, and the willingness to keep moving forward.

At Maxima Advisory, we recognise the effort behind every step of the journey, and the people who make progress happen.

To those who continue to show up and push forward — this is for you.

21/03/2026

Berjam-jam redah jem, tapi it's always worth it bila dapat kumpul bawah satu bumbung. 🏡

Keluarga adalah foundation hidup kita. Sambil kita bergembira meraikan Syawal hari ini, jangan lupa untuk fikirkan masa depan mereka esok.

Legacy planning bukan sekadar dokumen. Ia memastikan orang yang kita sayang sentiasa terpelihara.

Supaya satu hari nanti, walaupun kita dah tak ada untuk temankan mereka balik kampung, kehidupan dan rumah yang kita bina untuk mereka tetap selamat.

Tanda kasih sayang sebenar adalah persediaan dari awal.

Lindungi apa yang bermakna.
Selamat Hari Raya Aidilfitri, Maaf Zahir dan Batin dari kami di Maxima Advisory. ✨

06/03/2026

We often mistake COMPLEXITY
for intelligence. 📜

We add more layers.
More steps.
More rules.

Thinking it adds VALUE.

But true sophistication—

in design,
in strategy,
in life—

is knowing
what to REMOVE.

Good planning isn’t about doing more.

It’s about the DISCIPLINE
of defining exactly what matters.

And having the COURAGE
to cut the rest.

SIMPLE PLANS LAST
because they are undeniably CLEAR.

25/02/2026

STOP GUESSING. START CHECKING. 📝✅

Here’s your 1-MINUTE BASIC RISK CHECKLIST for running a business in Malaysia.

Are you actually covered?

LEVEL 1 — MUST HAVES
✅ SOCSO & EIS
✅ FIRE (CONTRACTUAL)
✅ COMMERCIAL MOTOR

LEVEL 2 — THE LIFESAVERS
✅ SPECIAL PERILS
(Floods / Storms) ⛈️
✅ BUSINESS INTERRUPTION
(Pays your fixed costs when operations stop)

LEVEL 3 — THE SHIELDS
✅ PUBLIC LIABILITY
(Accidents & third-party claims) 🤕
✅ BURGLARY
(Forced entry protection)

If you’re unsure, that’s your sign to CHECK.

❤️ LIKE & SAVE this list for your next review!

19/02/2026

Does your money know what it’s supposed to do TODAY? 🏷️

If you don’t give every ringgit a purpose, it will find its own.

And usually…
it’s not what you intended.

Many people save.
Many people invest.

But without direction, it’s just a “savings” pile.

Not a plan.

Money works best when it follows LIFE PRIORITIES, not trends.

Planning gives money a JOB.

It turns “lazy cash” into:

Education fund.
Retirement safety net.
Dream home down payment.

When money has direction,

DISCIPLINE FOLLOWS.

Address

No. 29, Jalan SS21/37, Damansara Utama
Petaling Jaya
47400

Telephone

+60377326189

Website

https://www.maximaadvisory.my/, https://www.hwg.asia/

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