Sarah (Retail)

I had a great experience with Syamim and felt satisfied with his proposal on the insurance policies. When he came down, he was well prepared with all the paper works. Apart from that he is well versed in his job to make everything easy to understand. The experience was really pleasant as he provides good financial advise before recommending me the different policies.

Dinie (Port planner)

Syamim was initially recommended to me by my sister and brother in law who had their insurance/investment portfolios managed by him. Based on their positive feedback I decided to meet Syamim to assist me in my financial planning. During the meet-up, Syamim explained the fundamentals of planning in an easy to understand manner to and how to reach my financial goals comfortably. He also assessed my current financial situation and laid out the best options and policies that suit my lifestyle. My previous experience with financial advisors was very different as I didn’t meet my new advisor ever since my friend who was my original advisor left the company/industry. I felt that whatever I had previously was enough and didn’t require further reviews. After meeting Syamim, I finally understood how important regular reviews are to update on any changes to policies as well as keeping me on track towards my financial goals. Syamim is very friendly and at the same time professional in his work. He’s also honest in giving advise and does not hard sell any policies that does not suit my goals. Do hit him up for financial advise as he is 100% recommended!

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.

Firah (Investor Relations)

Syamim helped me sort out my finances and created a monthly financial plan I could follow. This has been very helpful for me in keeping my finances in check. I now understand that personal finance does not mean to just work and save up money in the bank. We will never have enough savings to cover our daily expenses if we fall sick one day hence the need to protect our income. Wealth accumulation starts with investing on assets over a long period of time. Putting this amount of money in a bank would be meaningless if you compare the interest earned from the bank vs inflation. This experience was insightful and I finally understand the importance of financial planning. From my experience, other advisors did not explain it clearly enough for me as he did. I would definitely recommend this meeting to my close friends and family.

Ridhwaan (Analyst)

Syamim have been very helpful in advising me how to manage my finances well. He gave me valuable tools to help see where my expenses go. One of things I like about Syamim’s financial planning is that, he is very clear and concise. He focuses on every detail of my financials and making sure that all factors are taken into account. Unlike other financial planners, Syamim goes the extra mile to plan for my future upcoming expenses like BTO, having a baby etc. He has an excel to show me how much money I need in my CPF OA to manage my monthly housing loan. I would recommend a meeting with Syamim to anyone who wants to learn about managing your money and investing smartly.

Faizar (Business Owner)

One of the best agents I've ever encountered is Syamim. He consistently produces quality work, and many areas outside the purview of his employment has been in my benefit because of his efforts. He is exceptional because he is incredibly committed and reliable in all he does. I appreciate that he makes an effort to accomplish things like financial planning for my personal milestones and goals which is outside the realm of a typical financial advisor. I would recommend Syamim to anyone who needs financial advise as he is one of the best agents who is professional and efficient in his work.