Hakim (Teacher)

When looking for an FA, I wanted someone who would be able to value add to my knowledge and Syamim was able to do just that. His extensive knowledge on financial planning and patient demeanour made it a no brainer to choose him as my FA. On top of that, Syamim never fails to ensure my queries are answered promptly and is proactive in offering a variety of solutions, including ones that may not be related to the products he is offering. From his actions, it is clear that Syamim’s intentions lie in looking out for his client’s financial well-being and not solely for his personal gain. The financial roadmap Syamim provided was useful in helping me visualize the various financial milestones, and this was accompanied by his recommendations of a financial plan tailored to my needs/goals. Beyond the first meet-up, Syamim regularly checks in and provides yearly reviews to ensure that my evolving financial needs are constantly being attended to. Syamim has been a joy to work with. Do not hesitate to contact him for your financial needs!

Shan (Firefighter)

Syamim was referred to me by my childhood friend. It was to do financial planning for my wife and I. Syamim went the extra mile to look into these for me and realized that 1 of my policy was over paid and the benefits was not worth for the amount I was paying. From my experience, most financial advisors will relatively ask you to start investment plans and seldom speak about emergency funds. Syamim was the opposite, he told me to grow my emergency funds first and invest only after that. He has given me a bigger picture on financial planning and choosing the correct policies. Its never 1 option. He always gives minimum of 3 options and a recommended one. That is what we call a zero obligation consultation. We met a few times before deciding on a certain policy. Every meeting with him was a beneficial one. I believe 1 consultation with Syamim is enough to know where you currently stand in your financial profile. I would definitely recommend Syamim to people I know. His knowledge in financial planning is top notch.

Carlo (Engineer)

I met Syamim for a financial planning consultation, learnt a lot about financial planning and setting goals. He has helped me plan for my personal milestones through an excel and it has allowed me to keep track of my progress as well as know how much exactly to save/invest in order to meet my goals. Highly recommended for anyone who wants a detailed and personalized financial plan.

Khairi (Engineer) & Sakura (Executive)

Syamim is the best in what he does, not just because of his vast experience and knowledge in which he has gathered for many years, he ensures the policies he offer suits my wife and I the best. With his advices, he shared with us the potential risk and outcome of our choices, nevertheless he goes out of his way to provide many different alternatives to meet our needs. One of the many reasons we decided to have him as our FA is that he is able to project the different phases of life and the challenges we may face in each of them. He gave us many examples of what can go wrong if we fail to plan. Yet, he encourages us to enjoy life and reap the rewards of our hardwork. We have, and we will continue, to recommend him to people of ALL ages. He has helped us plan for our future, giving us tips and tricks, to achieve our main goal of achieving financial freedom. Do not hesitate to take the first step to approach Syamim, as he is a friendly and easy going. If you want the best, Syamim is the one.

Firdaus (Civil Servant)

Syamim has been a trustworthy and reliable financial advisor to me and my family. The solutions he laid out for us has always been very easy to understand and caters to our needs and life stages. I recommend anyone who wants to have a fuss-free advisor to meet Syamim as I believe everyone will stand to benefit regardless of your current life stage.

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!