Fatima (Pharmacist) & Khai (Engineer)

I met Syamim through my husband as I wanted to engage the services of a financial consultant that can manage both my personal finances and shared finances with my husband. I was hesitant at first as I already had a financial consultant before meeting Syamim but after hearing about his excellent services, I decided to give it a try. I was pleasantly surprised during the first meeting with Syamim - he is a knowledgeable consultant yet breaks it down such that it is easier for me to understand the different insurance policies and financial tools that are available. He provides options and plans/ideas tailored specifically to my finances and lifestyle. He also always ensures that I have a holistic understanding of my financial landscape and goals in life. I highly recommend Syamim to anyone who is looking for a competent financial consultant who is dedicated and thorough in his work.

Midzi (Estate Executive)

Syamim is always upfront and honest in answering my queries. He takes his time to explain everything in detail and make sure I understand what policies I am opting for. The most beneficial part of the meeting is the financial planning. I benefitted a lot from his planning to make sure I am on track with the proposed financial plans to hit my different financial milestones such as marriage and housing. Planning ahead is key and Syamim has helped me become accountable to it. Syamim is very approachable. The experience is great as communication is key. To understand and to know a policy you are getting is very important. I would definitely recommend Syamim to others! I would never risk my reputation to recommend unless I have experienced it myself.

Ashik (Engineer)

Unlike the many financial advisors I have had meetings with, Syamim has never been pushy and is genuinely concerned about my financial needs and situation. With his cheerful demeanour, it's always a pleasure to have coffee with him and each time, I walk out having learnt something new. One thing that I admire about him is that he is always a text/phone call away and he attends to your queries immediately. I am actually very touched with his sincerity when he once told me that I wasn’t actually ready to purchase any protection plans yet and advised me to get a stable income first. I would have at least met 5-6 financial advisors before him and all of them were trying to get me to purchase something from them. If you want someone who is honest and transparent, Syamim is the right one!

Mizrahi (Pilot)

Syamim is a highly-motivated professional whose financial knowledge complements his breadth and depth of market trends. Being collaborative in nature, he ensures that his clients meet their financial milestones while keeping their safeguards in check. He is not pushy and hence works best with equally-motivated and goal-oriented individuals. He works together with you and celebrates in your joy; and is dependable in clearing any ambiguity or doubts.

Elly (Finance executive)

I chose to meet Syamim because I wanted a true financial advisor—someone who provides genuine advisory service rather than a typical insurance salesperson approach. The most beneficial part of our meeting was how clearly he explained the policies I had signed up for, the coverage I currently hold, and the financial projections for my portfolio. It gave me a much better understanding of where I stand and what I should plan for moving forward. This experience was significantly better than my previous financial planning sessions. My past agent tended to hard-sell without taking the time to understand my needs, but Syamim did the opposite. He took the time to learn about my situation before giving thoughtful advice. Yes, I would definitely recommend this meeting to others.

Ilham (Psychologist)

Syamim has done a superb job in helping me manage my needs and goals. I am impressed by how he never fails to go the extra mile to provide me with the education (through slides, summaries, and infographics) and recommendations of the various different policies. He is meticulous in managing his client's portfolios. He is also sensitive to my needs and is very considerate of the challenges that I am facing at the stage of life I am in. He is the most genuine financial consultant that I have encountered and has never failed to add a level of personal touch during our interactions. I would highly recommend him to anyone who is looking for advice in financial planning and services!