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Muhammad Syamim

In Touch

A Monthly Curated Newsletter

In today's rapidly ageing society, advance care planning and long-term care planning are emerging as critical considerations for ensuring a comfortable and secure future. As we journey together through the intricate aspects of planning for what lies ahead, it's never too early to make such vital decisions. It's your future; plan it well.

Singapore multi-agency effort to make pre-planning for old age more accessible

The government is making it easier for people to plan for their old age by bringing together various agencies and services under one roof.

 
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More in Singapore choosing to make advance care plans

The number of people making advance care plans has been rising steadily over the years, with more than 10,000 people doing so last year.

 
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Have you had the conversation yet?

 
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I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
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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Nada (HR Executive)

"I first met Syamim through a friendship with his wife, and it quickly became clear that he is someone who is deeply dedicated to his craft. Over the years, I have seen the amount of professionalism, and effort he puts into his work, which gave me full confidence in entrusting him with my financial planning needs. What sets Syamim apart is that he doesn't just offer the standard financial advice — he takes a truly comprehensive approach. He has guided me through important areas that are often overlooked, such as setting up a Lasting Power of Attorney and planning for future contingencies. His ability to look beyond the basics and ensure that every aspect of my financial well-being is considered has been invaluable. Every meeting with Syamim is highly productive. He is consistently well-prepared, organized, and thoughtful, making our discussions clear, purposeful, and tailored to my specific situation. If you are looking for a financial advisor who combines deep knowledge with genuine care for his clients’ futures, I recommend you to meet Syamim!

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. 👍🏻

Shazlyn (Homemaker) & Faizal (Pilot)

We were aware of the work that Syamim does after he came in highly recommended by a few relatives. At that point in time, we were looking for an advisor who could relate to us well, explain policies to us clearly and sincerely help us in managing our current and future policies. We switched over to his services after just one meeting because of how detailed and professional he is in his work. He took a lot of time and effort to present the best policies he felt suited our needs and they were spot on. His patience with us and our gazillion questions is also worth mentioning. The PowerPoint presentations that had diagrams with concise information were most beneficial. It provided a clear overview of each policy we currently had and wanted to take up. It was an easy reference point as we tend to easily forget the details of the different policies. It was different to other sessions with other advisors which were merely made up of discussions where the agent goes over the details of the policy verbally again and again. It doesn't stick, and is easily forgettable. With the different tools Syamim uses, we could easily grasp the idea of a policy by just a slide/diagram. It allows us to comprehend things easily and refer to them conveniently. We would a million percent recommend this meeting to others because as a millennial himself, he definitely gets us. He understands and relates to us so well that we look forward to meetings for updates rather than dread them. We truly enjoy the service he provides and the extra mile he always goes for clients. He has our complete trust and rest assured he is the best agent we've ever encountered thus far.

Xin Ni (Pharmacist)

Syamim is one of the few financial advisors that go that extra mile. On top of being knowledgeable in the financial field, he: * Patiently sits down with you through multiple sessions to understand your financial needs before sharing his recommendations * Gives you a Holistic overview of your finances throughout your life after mapping it out with you, using easy to understand graphs and excel models (no overly complicated excel formulas involved!) * Explains to you the different financial tools you can use (not limited to insurance policies only) to achieve your financial goals, taking to account your life circumstance and your goals , and ensures that you understands before embarking on anyone of them * Takes to account your current insurance plans * And most importantly, respects your final decision I happen to just met Syamim at the point where I started to have quite a number of insurance policies and is not sure which are necessary, coupled with having huge expenses coming up in my life. Initially I didn't expect much from his sessions, but after each session, I seem to have gained new knowledge and understanding on my current financial situation, and is empowered to make right decisions. I would definitely recommend Syamim to anyone who is looking for a person to properly guide them into managing their finances in their lives, as he doesn't see you as a customer/client, but treats you as a buddy that wants to help you with managing your finances.

Fazil (Teacher)

I appreciate Syamim's holistic way of doing financial planning. With his help, I have benefitted in learning on how crucial financial planning is to our lives, both current and for the future. Syamim is someone whom I will surely recommend to others who will greatly benefit by his friendly and assuring disposition. He is very approachable and provides excellent advice in his financial planning sessions.

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.