Rania (Corporate Trainer)

I met Syamim through my boyfriend and I’m grateful to be able to work with him! I didn’t really know much about financial planning or suitable insurance policies especially as a fresh grad. But Syamim was able to help me come up with a savings excel plan that I can easily stick to and make my life goals much easier to achieve. He was not pushy at all and was very patient and very clear and concise while explaining everything to me. He even took into consideration my relatively small budget and made it work! Would definitely recommend Syamim to my friends and family

Eizaaz (Port Inspector)

Meeting with Syamim gave me insight of my financial and assisted me with my financial planning. I gained a greater understanding on the best approach on planning my finances. At the same time, he went through in details the different types of insurance & investments, allowing me to balance out what I need and what I want. He goes the extra mile to assist and was not pushy on his services. All in all the meeting felt very comfortable, creating a pleasant experience when having sessions with him. I would definitely recommend him to everyone such sincere and great guy.

Haziq (Senior Manager)

Syamim is meticulous in his work and ensures that he covers all grounds when guiding me in drawing up my financial goals. He is not afraid to ask the tough questions and is highly skilled in planning and helping me manage my life goals. There is no doubt that Syamim’s success is a testament to his hardwork but the heart and sincerity that he puts in his engagement with clients makes it much more meaningful and reassuring, especially given the difficult climate that we live in today.

Raihan (Civil servant) & Sonia (Teacher)

We were looking for an financial advisor and got to know Syamim through a family member. The most beneficial part of the meeting is that Syamim is very transparent and he encourages you to select what is best for you at your current life stage. As for us, we met him when we were about to get married and he explained about the financial plans that’ll benefit us both in the future. We would recommend others to meet Syamim is warm & kind. He respects your space but is genuine in getting to know you at a personal level.

Liyana (Lab officer)

Passively growing my money was something I have always wanted to do but I have no knowledge of how to go about doing it. Meeting with Syamim, he shared with me the different options I have in terms of wealth accumulation and the pros and cons in each choice. He helped me with the estimations in accordance to my timeline and budget which I would not have known how to accurately calculate on my own, so it was great that I have him to help me out with that. I learned that it’s important to start early when financially preparing for retirement. The later you start, the more costly it will be for you to reach your goal. It is also important to be aware of what you are comfortable with when investing your own money and to weigh the risk and benefits of different investment options. Syamim helped me with the different calculations that allowed me to invest comfortably yet have enough for my expenses, lifestyle and other goals. I would recommend others to have a meeting with Syamim as he is well versed in what he does. He customises his presentations well to your profile and his explanations are relatively easy to comprehend and most importantly he ensures that you are comfortable when it comes to talking about finances. He broadens your understanding in the importance of financial/risk/wealth management.

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!