Nureen (Accounts Executive)

Syamim has been very helpful with managing my financial needs and goals. He has managed to curate a plan/goal which suits my needs and spending habits. Syamim has always been patient and helpful with all my enquiries, and also very detailed with his explanations during our meetings. I have learnt how to manage my finance better as I enter adulthood and the working world, and to prepare for old age. I would recommend my friends and family to meet with him to find out more on how they can maximise the funds they have and ensure that they can spend, save and retire sufficiently.

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.

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.

Azmi (Business Owner)

Syamim has been my advisor for more than 5 years and I can honestly say that his service, consistent follow ups is top notch. He makes the effort to plan my milestones and finances holistically without having the need to hard-sell me plans every year. I highly recommend Syamim to anyone who wants a fuss-free and enjoyable working relationship.

Nur (Hedge Fund Executive)

I got to know Syamim through my husband, and we decided to meet him for joint financial planning after getting married. We wanted to align our goals and have a clearer picture of our combined finances. Syamim was super flexible with meeting times, which made the whole process really convenient for us. He also walked us through the numbers and did all the financial calculations, which was really helpful in making sense of everything. Overall, it was a smooth and reassuring experience working with him. I would recommend his services to any couples needing financial clarity

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.