Danial (Procurement) & Yani (Teacher)

We met Syamim as he was recommended by a family member. The meetings with Syamim helped us to better understand our financial plans & goals. He created a realistic financial strategy that allows us to reflect on what we need and what we have to accomplish, moving forward into the future. The meeting with Syamim was different as compared to our previous meetings with other financial advisors as he has not been upselling us on things that would not benefit us right now; rather, he prioritised in guiding us in achieving the basic needs we require for our families. I would definitely recommend others to meet Syamim!

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.

Thai Shawn & Rosyiidah (Social work)

We chose to meet Syamim to assess, develop and improve our financial goals & plans as a couple nearing marriage. The most beneficial part about Syamim’s advice is his sincerity in improving his clients’ financial situation. A personalised financial plan is illustrated to continually review and improve our financial status. Most financial planners are motivated by commission and profit, whereas Syamim’s goals for his clients are demonstrated by his intentions to propel them towards financial freedom. He is also authentic in terms of interaction. We would definitely recommend this meeting to others!

Vivian (Teacher)

Syamim is a reliable and knowledgeable advisor who is forward-looking, and gives me advice on how to better manage my finances. During our most recent review, he advised me on how to better allocate my money to achieve my saving goals. Syamim also reviewed my insurance plan and shared new changes for my consideration, which allows me to plan and think further ahead. As I am getting closer to getting a house/marriage, the latest review was necessary and important as it allowed me to make adjustments to my financial planning. I would highly recommend choosing Syamim as your Financial Planner as he has the heart for his clients 👍🏻

Nabiilah (Counsellor)

Syamim was welcoming and respectful of my many questions and gave me time to process his responses. He was very patient in sharing the different plans and jargons that sounded alien to me. Meetings with him were pleasant and cordial and it did not take long for me to trust him. I liked that I could ask him for opinion yet there was no pressure to adopt them. He was also very efficient and would follow up/ drop reminders when necessary. I feel at ease knowing that my finances are under his care. I recommend Syamim if you’re looking for a trusted advisor.

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!