Jasmine (Cybersecurity)

I got to know Syamim from an online campaign. At that time, I wanted to learn more about managing my finances. During our meetings, Syamim went through and gave me detailed breakdowns for my finances. I appreciate the honesty especially as I was already aware that my finances were not in the best state. It was good that someone pointed it out and offered to work through it with me step-by-step on how to turn it around. This was different from the other sessions I had as Syamim understood what I needed and helped to strike a balance within my insurance portfolio. He taught me that having good coverage is important but being able to pay within my means is important. As someone who has always lived in the moment, I have never planned for future me 2-3 years down the road. Thanks to Syamim; he has made the actionable steps clear and I can’t wait to see the results of inculcating these habits into my life. I would definitely recommend Syamim as he genuinely wants to help and tailor the advices to your needs 👍🏼

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.

Diana (Teacher)

I chose to meet Syamim on the recommendation of my husband actually! I thought it would be seamless and easier if Syamim manages both of our plans and I’ve never regretted my decision! He’ll listen to your needs and recommend the best plans for you. I like that he gives options for his recommendations and he respects my choice. I like the part where he asks me what’s my current coverage and how else can I better protect myself. He also maps out what I’m aiming for in the future so I find that very helpful if I know where the money I’m investing in my plans is going to. He also goes through the plans in detail, and yet simplifies it so it’s not too overwhelming. I also like that he personalises and customises a sheet to track my plans, so I know that he is keeping up with it! His session is different from other advisors that I’ve met where it’s just an overload of information and they just recommend the plans to get without asking the consumer what are their goals. I would definitely 100% recommend this meeting to others! Syamim will provide a customised experience for your financial planning needs!

Liz (Engineer)

I met Syamim after being highly recommended by my colleague. I realized that I am at midlife phase where I need more insurance coverage that I have neglected to do so in my tricenarian. Throughout the meetings, I got the expert advise & Syamim not only recommended me essential solutions that I need in long run but also coached me, a financial illiterate in financial planning. This experience was different to other financial planning sessions as Syamim is a knowledgeable financial advisor who looked through my monthly expenditure and savings, then provided advise gearing me towards financial stability in long run. He always came well prepared in each meeting. Unlike many assurance agents who just wanted to achieve sales, Syamim is so different. He genuinely listened in each session to understand my lifestyle and needs, only then he will recommend insurances which are not costly and affordable and best beneficial to me. He even went extra miles out of his job scope to teach me the advantages of creating a will, encourage me to put nominations for CPF and OPG (protect persons who lack mental capacity). I would definitely recommend this meeting to others!

Naff (Media Analyst)

Syamim has taught me a lot about how to better manage my finances, as well as the importance of being prudent and prepared for the future. He has been very detailed and patient in helping me sort out my finances. I especially appreciate him taking the time to come up with a personalised plan that is easy for me to understand and keep up along the way. Syamim sets aside realistic financial goals for me in terms of my immediate as well as future plans. He is very approachable and always ready to answer my queries with sincerity. Thank you for always going the extra mile! I highly recommend Syamim for anyone who is looking for personal financial management.

Akmal (Software Analyst)

I’ve known Syamim since 2013 and he’s always been giving me advice on my finances and career plans informally when we’re out with friends. Once I started working and had lots of questions about adulting it only felt natural to ask him for advice as he’s someone I meet regularly and also someone I could trust. The simplest things like goal setting and financial planning (down to the daily expenditure) are the most helpful to me because it keeps me on track every day and reminds me what my priorities are in life. Syamim also helps me decide on my end goals and suggests all the steps I need to take in between to make it happen. Syamim caters his advice based on my current situation and the things I aim to achieve, instead of providing generic, scripted plans. Our goals change a lot during the course of our lives and he doesn’t turn my opinions/dreams down but always helps to plan the next steps to move forward. He lays all the options down on the table and makes it clear that ultimately I decide on what to do next as there’s no definite right or wrong as long as you’re optimistic and plan ahead. I would definitely recommend meeting Syamim for a quick chat. 10/10