Sarah (Finance) & Saran (Engineer)

I decided to meet Syamim because my boyfriend is one of his clients and spoke very highly of him. The most beneficial part of our meetings was the reassurance of having someone consistently keep track of my financial goals. It gave me confidence and peace of mind knowing that everything is being properly managed and that things will be fine in the long run. As compared to my previous sessions with other agents, this experience felt much more personal. Unlike previous sessions where it felt like they were just trying to sell products and appeared unprofessional and incompetent, Syamim took the time to understand my situation and provided genuine guidance. I would definitely recommend this meeting to others.

Haziq (Senior Manager)

Syamim is meticulous in his work and ensures that he covers all grounds when guiding me in drawing up my financial goals. He is not afraid to ask the tough questions and is highly skilled in planning and helping me manage my life goals. There is no doubt that Syamim’s success is a testament to his hardwork but the heart and sincerity that he puts in his engagement with clients makes it much more meaningful and reassuring, especially given the difficult climate that we live in today.

Amira (Admin Executive)

I was not sure where to start on financial planning and which insurance to take up as I was under my dad’s insurance and I didn’t have my own insurance. So I decided to engage with Syamim as he’s someone I’m familiar with. You will be able to oversee the plannings that he does in terms of finances and insurance. I am also able to see where and how much funds are allocated to spending and saving, which helps me to keep my budget on track. Most importantly, emergency funds. He always emphasise that it’s important to have emergency funds ready just in case any unfortunate events occur. Syamim was the first advisor that I engaged. He did a customised financial plan for me and introduced me to the types insurance that is suitable for me. He will also review my finances and portfolio every year so that you have an idea what you took up and whether you are on track with your financial plan. I would definitely recommend Syamim as he is comfortable to talk to, not pushy, explains everything in detail and answers any questions that you need clarification to. 👍🏻

Haziqah (Healthcare worker)

Syamim was introduced to me by my sister when I raised some concern about my previous insurance plan. After sharing my previous plans to him, we set up a meeting. During the meeting, Syamim took the extra step to explained thoroughly about my previous plan which was not done properly by my previous agent. During the explanation, he made sure to give a better understanding between the plans, the benefits and drawbacks of each policy. He helped me in understanding my current financial state and adjusting to my needs with the policy I needed. He even went the extra mile in assisting to draw up a financial plan which would help to increase my wealth. While sharing the policy, Syamim is not aggressive - as compared to some agents - in trying to get me to sign up. He ensured that I thoroughly understands everything and gave me time to decide on which plans would be most suitable for me. Syamim has my utmost confidence in his genuineness to help his current and future clients. On top of that, he is readily available to answer any queries or doubts I have with regards to my policy. Thank you! Highly recommended.

Thai Shawn & Rosyiidah (Social work)

We chose to meet Syamim to assess, develop and improve our financial goals & plans as a couple nearing marriage. The most beneficial part about Syamim’s advice is his sincerity in improving his clients’ financial situation. A personalised financial plan is illustrated to continually review and improve our financial status. Most financial planners are motivated by commission and profit, whereas Syamim’s goals for his clients are demonstrated by his intentions to propel them towards financial freedom. He is also authentic in terms of interaction. We would definitely recommend this meeting to others!

Azalea (HR Executive)

Seasoned financial advisors are aplenty but few are able to provide a service of great efficacy. I was "transferred" to Syamim as my new financial advisor. Speaking about your finances to a stranger (then) can be daunting. It doesn't take a while for anyone to realise his passion to creating the best plausible financial circumstances to his clients. He breaks down big explanations into bits and pieces for me to digest easily. He is forthcoming to take on any doubts raised. His style of cutting through the noise enables me to understand recommendations proposed and with his calm demeanour, to explain them candidly. His unwavering commitment has proven to give me a primer to read on other aspects of financial management. So if you are looking to get your finances in tip top health, and be emboldened to take charge of it, I recommend Syamim. All the best!!