Maxima Advisory Sdn Bhd

Name: Maxima Advisory Sdn Bhd
Address: No. 29, Jalan SS21/37, Damansara Utama, Petaling Jaya, 47400, MY
Telephone: +60377326189

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

16/09/2026

United by Diversity. Inspired by Our Journey. Building a Better Tomorrow.

Malaysia’s strength has always been found in the people, cultures and stories that make us who we are.

This Malaysia Day, let’s celebrate our journey, embrace what makes us different, and continue building a future we can all be proud of.

Happy Malaysia Day!

31/08/2026

🇲🇾 This Merdeka, let’s celebrate the freedom we have — and protect the future we’re building.

Merdeka is more than remembering how far Malaysia has come. It is also about looking ahead and making sure the people and dreams that matter most are protected.

Because true freedom means having the confidence to face tomorrow — knowing that when life takes an unexpected turn, you and your loved ones have a plan in place. 🛡️

At , we believe protecting your future is an important part of living life with greater confidence, stability and peace of mind.

This Merdeka, let’s honour our past, embrace today, and safeguard tomorrow.

Selamat Hari Kebangsaan, Malaysia!

Here’s to a future worth protecting.

27/08/2026

"你的清单上,自己排第几?"

保障不是消费,是尊严。

女生,总是把自己放在最后。爸妈的保障想好了,孩子的教育金想好了,家里的贷款也想好了。轮到自己呢?

常常想都没想过。

真的生病的时候,要面对的不只是医药费。还有情绪压力,身体要慢慢恢复,心里最怕的是拖累家人。

保障不是一种消费,而是让自己在最脆弱的时候,依然有选择的权利,还有一份尊严。

#女性理财 #理财顾问

26/08/2026

“你的清单上,自己排第几?” 保障不是消费,是尊严。

女生,总是把自己放在最后。爸妈的保障想好了,孩子的教育金想好了,家里的贷款也想好了。轮到自己呢?常常想都没想过。

真的生病的时候,要面对的不只是医药费。还有情绪压力,身体要慢慢恢复,心里最怕的是拖累家人。

保障不是一种消费,而是让自己在最脆弱的时候,依然有选择的权利,还有一份尊严。

#女性理财 #理财规划师

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.

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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