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. 👍🏻

Rusydi (Nurse)

I got to know Syamim from my brother-in-law and chose to meet him because of his sound knowledge and experience in financial planning and commitment to his clients. Syamim is always well prepared for our meeting. For example he prepared a customised power point presentation during our first meet up which allowed me to better understand the content and options that we have. He also takes into consideration many factors when giving advice such as budget and upcoming life events. He is able to suggest several plans based on our situation that we can consider and does not push us to choose a single plan. I would definitely recommend this meeting to others!

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.

Khair (Systems Engineer)

Syamim was patient in sharing the knowledge regarding financial planning and wealth accumulation. With the plan that was drafted out, I could roughly see which area of my finances I should reduce and how I can plan more for the future. The excel file allowed me to have a more holistic view of my cashflow and how to plan for the goals ahead. Other than the typical financial plans, he also imparted other financial knowledge to me such as credit cards, income tax savings and debt management. I would greatly recommend my friends and family to meet Syamim and understand the importance of financial planning

Syahir (Civil Servant)

Syamim is a very trustworthy individual and is always professional to work with. He ensures that I can build up a financial plan that enables me to reach my goals. The meeting with Syamim helps me feel confident that I am well covered in terms of wealth protection and accumulation. I would most definitely recommend everyone to meet Syamim as it is beneficial for the future.

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.