Aktar (Analyst)

I’ve known Syamim for about 10 years now. The biggest thing I appreciate about him as a financial planner is how he has never leveraged on our personal relationship to be pushy. Instead, he was extremely clear and detailed in his breakdown of what options were available to me. Syamim then tailored his recommendations to what fit my risk profile and financial goals. This built a good foundation of trust and confidence in him as a financial planner. Beyond this, we have had many exchanges which has aided me in both my professional and personal development. I cannot recommend him enough!

Syarof (Firefighter) & Seri (Dental Assistant)

We met in a sunday league football team formed during national service. At that time i was still in my early 20’s and didn’t really think that insurance was important. As the years passed, i wanted to know more about financial planning and why was it so important. Syamim was a familiar face hence the reason why i approached him. I have never regretted that decision ever since. Syamim would go the extra mile to explain things, be it by showing slides or by simply drawing on a piece of paper and always made sure that we had our priorities right and that it was fine to take everything one step at a time. He is an amazing FA and a great people person. As my wife sometimes have a hard time understanding, he would take that into consideration and workout a way and present us with our very own personalised portfolio while always ensuring that my wife would understand. I would definitely recommend Syamim as I believe that everyone deserve a FA that not only cares about us financially but also our well being. Always looking forward to having meetings with him as me and my wife can be ourselves and always feel that he always has our best interest. Looking forward to our next meet up with him!

Syila (Marketing Exec) & Faiz (Operations)

We got to know Syamim through our brother, which he happens to be close with our good friends/ neighbours. This made us clicked so easily. Syamim was very easy-going and it is very comfortable to talk to him on regards to any financial matters. Syamim needless to say is very knowledgeable and well equipped with all the needed skills which helps us to understand in depth on the insurance we are signing up for in comparison with the other agents we have been with before. At the same time, he helps us keep track of our financial commitments and savings. This is very beneficial for us since we are a newly married couple, hence, building up our extra savings and emergency funds really prep us for what to come in the future! We definitely recommend his services to others and for you to know how great he is, you will have to contact him to let him guide you and experience it first hand.

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!!

Ainnie (Stage manager)

I choose Syamim after seeing my fiancé take charge of his finances and seeing him planning for the future inspires me to do the same. I personally like how Syamim personalized my financial plan without being pushy and he ensures that I am on track with my personal goals. As me and my fiancé are moving to the next chapter in our lives, I feel Syamim is the best person to really understand and plan for our finances towards financial freedom.

Syahril (Undergraduate)

I met Syamim when I was planning for my future and he was the first few advisors that I met with experience. The most beneficial process of the meeting was the planning of my life in stages. He understands my needs and has great attention to detail. Syamim is knowledgeable in his field and would explain things clearly when I am in doubt. He is not pushy and understands my current needs. I would recommend others to meet Syamim even if you are not getting anything, as his advices are very useful when planning for the future.