Kashif (Teacher) & Salwa (IT Operations)

We knew Syamim to be very genuine, easy-going, and kind, which were attributes we were eagerly looking for in our Financial Advisor. Word of mouth through friends also revealed that he was exceptionally knowledgeable and wise regarding finance. So far in our experience with Syamim after working with him for more than a year, he has shown to have exceeded the very high hopes we had for him. Syamim has helped us understand finance and investments through very clear and concise explanations that help us to make much more informed decisions. He also has made very elaborate financial plans curated carefully for our own specific needs and financial situations. The care and thought he has put into planning our finance truly make us feel as though we are his only clients even though he has to handle a seemingly overwhelming number of financial portfolios and clients. His financial plans for us are very clear and manageable to execute. This helps us easily navigate the year with clear goals and methods he has taught us, to ensure financial comfort and security. An aspect we deeply appreciate too is that Syamim is never pushy or forceful of anything. He gives us the plain facts and allows us to pursue the insurance plans we desire. While other financial advisors may be persistent with trying to sell you a variety of insurance plans over time for their personal benefit, Syamim has never once tried to sell us anything more than the basic necessary plans we needed. His good character, extensive wisdom and knowledge in finance, and being someone who genuinely only desires the best for his clients, makes Syamim an absolutely must recommend for anyone looking to navigate the harsh world of financial planning. He will make the seemingly daunting experience of planning for your future, a simple and smooth one.

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!!

Nazirul (Immigration Officer)

Syamim has been my financial advisor since the start of my career. As you can read from other reviews, he is not pushy and will explain the right plan to suits your needs. He also provides other alternatives so that we can choose what’s best. During the meet up, he uses graphics and excel sheets to further enhance the way he delivers your financial goals. These really help to summarise what I am committing in the long term. Overall, I am really satisfied with the work plan that he curated for me. Syamim also gives timely updates and will answer your queries at any time of the day. Definitely recommend others who are looking for financial planning. Especially to those who have just graduated or just starting a career just like myself. 100% recommended.

Hafiz (Lawyer)

Syamim and I attended the same Junior College and we developed a personal friendship ever since then. As such, it was easy to consider him to be my financial planner of choice, as I trusted him and his sound judgement. Syamim has never failed to take care of me and my family’s needs in relation to the policies that we acquired and has always been proactive in ensuring that we receive the highest standard of service. Syamim has a knack of clarifying whatever queries both me and my family have in the clearest and most efficient way possible, and having him as my agent has been nothing short of a good experience. As such, I would highly recommend Syamim to anyone who is looking to have their finances advised on or planned for. You will not find a higher standard of service elsewhere.

Fattimah & Aydan (Senior Lecturer & Son)

Syamim has provided a holistic approach of life and medical insurances, investments and savings goals for me and my son by; • consolidating my policies from 4 other financial companies so that I could see the big picture • drawing out a timeline based on my son's and my life’s milestones • showing me the gaps in my long-term planning and recommended viable options • supporting me to embark on a more robust investment strategy. Although I am risk-averse, his knowledge and experience has assured me to be more confident • actively monitoring my investments and providing timely advise in the midst of uncertain market • advising me on ceasing of policies which were not beneficial • assisting me in applying for my claims • providing me with pertinent information on LPA, will and nominations and going the extra mile of not only providing the forms but filling up the necessary information and providing the stamped envelopes. He is professional, knowledgeable and has a positive and sincere attitude. His patient demeanour made it easy for me to share my plans and objectives. I would definitely recommend him as I am sure that he would be able to enhance others seeking to optimize their financial status and living quality and also protect their assets and lives.

Adilah & Khai

I met Syamim after he planned with my mom regarding her insurance, I feel that he is great financial planner in terms of how to save, what criteria is important at the current stage of life and recommendation on what to do next. The most beneficial part of the meeting would be the explanation on insurance. As I feel like nowadays, we don’t know when we’re gonna get into an accident/death/illness. Hence, this will greatly benefit my loved ones that I nominated for. Also, the part where he alters the monthly savings required to suit my needs to which I’m comfortable with. We are able to plan financially about our current stage of life as my husband and I are going to be new home owners. So that’s another thing where Syamim has taken into account also. I strongly recommend Syamim to others as he is very knowledgeable in all aspects that we can think of. Investment, saving up, loans and etc. He will be able to draft up a financial plan that caters to our needs and that we’re comfortable starting with. Also, he is able to alter the plan if there was some hiccups in the way which is great! All in all, he really is the best at what he’s doing!!