Jeeha (Teacher) & Faiz (Shipping)

We chose to meet Syamim as he is someone that we know and was familiar with. He is very knowledgeable about financial planning and curated different plans well to fit into our budget as well as our needs. Syamim keeps up to date with us and conducts yearly reviews. He will make a portfolio for you and make sure your needs and goals are met for the past year. He plans ahead for us and keeps us in check for our financial well-being We definitely would recommend Syamim to others. More than 5 years being his client and his way of planning for his clients gets better. Solid 10/10.

Aqilah (Lab Analyst)

I first met Syamim through my husband who has been his client for the past few years. I wanted to find out more on financial planning after my husband shared with me about it. I was curious on how couples manage their finances and goals together and that is why I wanted to meet Syamim. What I found beneficial was how Syamim explained about investments as well as thinking about wealth distribution which was a topic that was seldom talked about among my friends such as drafting a will and creating a lasting power of attorney. I found that the regular reviews that he gives were also useful in helping me budget and track for my financial goals and milestones. I would definitely recommend Syamim to everyone especially married couples like me and my husband that need to plan for their combined goals.

Syafiqah (Immigration Officer)

It was just last year when I was introduced to Syamim. Syamim's main priority is to educate us on healthy financial habits. He would create a customised plan depending on our lifestyle, spending habits and financial commitments. As he is very easy-going, it was really easy to talk to him and consult him regarding financial matters. He is also very detailed and efficient in his work. He makes use of excel sheets, graphs and charts to further explain and give a clearer picture so that we really understand and not just agree blindly. For someone like me who has no prior experience and knowledge regarding financial planning, this has greatly benefitted me. I am able to be on track with my future goals and milestones. I strongly recommend Syamim to anyone out there who has doubts regarding financial planning and those who need the extra help in planning for their future goals.

Faizar (Business Owner)

One of the best agents I've ever encountered is Syamim. He consistently produces quality work, and many areas outside the purview of his employment has been in my benefit because of his efforts. He is exceptional because he is incredibly committed and reliable in all he does. I appreciate that he makes an effort to accomplish things like financial planning for my personal milestones and goals which is outside the realm of a typical financial advisor. I would recommend Syamim to anyone who needs financial advise as he is one of the best agents who is professional and efficient in his work.

Charles (Engineer)

I chose to meet Syamim as he is someone I've known before and I know people that worked with him. One of the more beneficial part of the meeting is that he gives simple explanations and offers good advice. In addition, Syamim's approach was more approachable and personalized. Other FA sessions normally include someone upselling a product or people who don't know what they are offering. His clear explanations and patient demeanour made the session much more engaging and understandable. I would highly recommend this meeting to others.

Dinie (Port planner)

Syamim was initially recommended to me by my sister and brother in law who had their insurance/investment portfolios managed by him. Based on their positive feedback I decided to meet Syamim to assist me in my financial planning. During the meet-up, Syamim explained the fundamentals of planning in an easy to understand manner to and how to reach my financial goals comfortably. He also assessed my current financial situation and laid out the best options and policies that suit my lifestyle. My previous experience with financial advisors was very different as I didn’t meet my new advisor ever since my friend who was my original advisor left the company/industry. I felt that whatever I had previously was enough and didn’t require further reviews. After meeting Syamim, I finally understood how important regular reviews are to update on any changes to policies as well as keeping me on track towards my financial goals. Syamim is very friendly and at the same time professional in his work. He’s also honest in giving advise and does not hard sell any policies that does not suit my goals. Do hit him up for financial advise as he is 100% recommended!