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Muhammad Syamim

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Muhammad Syamim
 
 
 
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DISCLAIMER

These newsletters are meant for daily general reading and are not representative of my own individual opinions

© Muhammad Syamim, All rights reserved.

Testimonials and Referral Notes

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Syahir (Student)

I chose to meet Syamim as he is my family's financial advisor. Before our first meeting, he guaranteed that the meeting would be non-obligatory and he kept his promise. Through meeting him, I feel that learning more about investments and how to grow my money in the long term very useful. I think this is important for young people like myself to learn as we may need cash in the long term. I would definitely recommend this meeting to others. This could be useful for anyone at any age to learn more about how to manage their finances or even grow their money.

Syuhrah (Journalist)

Syamim is efficient and professional when dealing with clients. Through him, I learnt extensively on how to better manage my finances. He highlighted the importance of future planning ass well as enlightening me regarding issues I've never thought about. I'm very thankful for his guidance. I'd recommend him to my friends due to his strong work ethic and he is definitely someone you can rely on and trust for your financial freedom and security.

Aktar (Analyst)

I’ve known Syamim for about 10 years now. The biggest thing I appreciate about him as a financial planner is how he has never leveraged on our personal relationship to be pushy. Instead, he was extremely clear and detailed in his breakdown of what options were available to me. Syamim then tailored his recommendations to what fit my risk profile and financial goals. This built a good foundation of trust and confidence in him as a financial planner. Beyond this, we have had many exchanges which has aided me in both my professional and personal development. I cannot recommend him enough!

Zahiraah (Project Executive)

I met Syamim because I felt the need to make smart money decisions and wanted to understand insurance and investing better. The financial calculations were beneficial and it helped me prioritise my money habits and understand the big ticket expenses in my near future. This experience was different compared to other financial advisors I met as not only did Syamim advised me on financial planning, he also helped me to visualise the steps required to reach the goals I have. He's professional, well informed and very friendly. He also advices beyond the point of his personal gains and instead focuses on his clients' gains. That extra mile is genuine. I would definitely refer to friends.

Shafiq (Civil servant) & Nani (Teacher)

I chose to meet Syamim because I was curious on how my fiancé manages his financials. We are open when it comes to financial management and what really captured my attention was that Syamim pays attention to the small details for his clients. He ensures that Shafiq doesn't feel burdened and did not force him into anything that he cannot commit to yet. Something different about Syamim is that he does excel sheets on planning for you so that you won’t question what is going to happen because it is already projected on the excel. He is the only agent that we see doing this, which gives you personalised data and a feeling of priority. For me, I find that him putting himself into my shoes really shows the decency of a human being. He knows that everybody is struggling with something and he ensures that I don’t feel embarrassed or difficult when talking to him. When talking to him for the first time, I felt comfortable as though we were friends before. He made it seem easy to talk to him about anything. He can do both small talks and deep conversations. When I first heard about him from Shafiq, I did not expect to see a friend more than an agent. I would definitely recommend this meeting to everyone. I’ve met with a few financial advisors and Syamim made me the most comfortable to talk about my financial situation. Convincing is something anyone in this field can do but trust takes courage and time. And he seems genuine for me to trust.

Erwin (Asst Executive)

I met syamim through a friend’s recommendation. It was at a time where I needed to kickstart my savings/investment/health plans to secure a better future for myself and the people that I love. I’ve met a few FAs before syamim. Truth be told, some were intimidating and some were pushy to sign the plans. Some were very adamant about their ‘own way of planning’. What I love about Syamim is that he is never pushy. He will answer all your queries and he is not intimidating. He will understand your life’s goals first, before curating a financial plan that suits you. Very knowledgeable about investments and very understanding as an FA. Alas, he is now my friend that I can count on for advices. I recommend you to set a meeting with Syamim to start your financial journey with him. I genuinely believe that he got what it takes to advice you, plan your finances and take care of your investments. I support him 100%, and I trust my financial journey is in good hands.