Our Promise and Culture

Jason Lim, SVP

Graduated in 1997 from Murdoch University with a Bachelor Degree, majoring in banking and finance, Jason is a veteran in this industry having been in the business for over 20 years.

Specialising in estate planning, business insurance and legacy planning, he has conducted numerous training sessions and course to fellow practitioners globally. He is passionate about developing people and leaders.

Jason believes in making difficult things simple - that is the motto that drives him in all that he does and is also the way he plans.

Business Succession Planning
Business Protection, Shareholder's Agreement, Keyman Protection
Client Outeach Programmes
Bringing in cold leads for our Financial Services Consultants, as well as helping them open new cases from existing clients
In-house Marketing Team
Creating opportunities to help build relationships with clients and build a brand image online
In Depth Life Planning
Estate Planning, Legacy Planning, Will Writing
Guided Progress
Weekly trainings and joint field work to keep our Financial Services Consultants updated and relevant
High Net Worth Marktet
Maximus specialises in the HNW sector - How to enter and grow your portfolio with this base
These services are specially provided by representatives of Summit Planners Maximus representing Manulife Financial Advisors for our Financial Services Consultants to equip them with a more holistic platform for financial planning, Manulife Financial Advisers do not provide the above services.

What Does the Team Have to Say

"I have been a Financial Services Consultant for over 18 years. I found it hard to motivate myself each year to reach the top as well as to increase my knowledge. However, when I joined Maximus, one thing I appreciate is that our leader, Jason, is very focused in helping me to get what I want to achieve every single year.

Touching on the aspect of Business Insurance and other complicated cases, Jason is able to explain and make such cases simple for me to uunderstand. Thus, solving the customers' complex scenarios is always fuss free and a breeze.

It really is an honour to be in Maximus with a leader who knows the ground work well and also being down to earth.

Nicholas Lim

MDRT Achiever

"Almost 2 years in this amazing team, I have achieved great breakthroughs. Within one month of joining Maximus, I have achieved the Rising Star award. This was something that I could never do so when I was in the bank previously, due to product restrictions there.

Over here, with the constant coaching and guidance, I find myself achieving the impossible. With this great team, great manager and director who not just push us to achieve our greatest potential for our own good, but also do what is right for our clients!"

Brenda

MDRT Achiever

"I am very blessed to be part of Maximus family. It is a closely knitted community where I can truly call my second home.

A leader is one who knows the way, goes the way and shows the way. And I see it in Jason. Jason showed me the ropes I could upscale my business and worked with me side by side all the way!

Since joining Maximus in Year 2018, my business has grown by 300%, qualifying for Court of Table in 2018, MDRT in year 2019. I have also already achieved COT in June 2020. I am in this industry before I entered Maximus. It is really an eye opening experience to be able to to attain what I desiered.

These are not possible without strong leadership from Jason and team Maximus!

Jovin

Honour Roll Member,
Youngest Lifetime MDRT, 1 TOT, 2 COT Achiever
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