Iskandar (Civil Servant)

I chose to met Syamim as he was a very welcoming and friendly person. Overall, all the financial planning sessions were very insightful and Syamim explained everything clearly. He advised me accordingly according to my budget and goals. Throughout the sessions, he was very easy-going and made me feel very comfortable. I would definitely recommend this meeting to my friends and family!

Dan (Civil Servant)

I heard many good reviews from my friends regarding Syamim’s Financial advisory services. And at that point of time I was looking for one. I’ve heard of many financial consultants but I personally felt that Syamim was the best amongst all the other consultants I’ve heard of. And true enough he was nothing short of that during my first consultation with him. He was not pushy at all. He gave me advices which were useful and I’ve been applying it in my monthly financials ever since. He is also really keen and sincere in helping me improve my financial situation so that I could achieve my desired financial goals. What I really like about Syamim is that he really monitors my progress and gives me reminders every now and then to ensure that I'm always on track to achieve my financial goals. Syamim and I aren't far apart in terms of age so we could connect and relate to each other’s stories and life experiences. As we shared our stories, our relationship turned from Financial consultant and client to friends. I got really comfortable with sharing almost everything about my financial situation and we do also talk about life. The experiences and lessons Syamim shared with me helps me a lot because I can relate to it and he’s always there to give me really useful advice about financials and life in general. I definitely would recommend Syamim to others especially for those who are looking for a financial consultant who will consistently help, monitor and give them the extra push to achieve their financial goals.

Sharon (Management Trainee)

I Met Syamim randomly because I signed up to get a personal finance booklet on IG. But best decision ever. “I wont advise you to invest until 6 months later, after we have tracked your cash flow” “There are more packages but I won’t sell those, cause they are really not worth. I can run through them but will refer you to someone else if you really want to buy.” “Me: I don’t really know how cpf and income tax works Syamim: *prepares an entire ppt and lecture to educate me” “Me: I have random insurance that my parents buy from different companies, but I don’t really know what they are. Syamim: *makes me send him screenshots from SingPass, pdfs from AXA and the GE app on my dad’s phone to find out what I have.” If those quotes weren’t enough, the final stroke for me was; “Syamim: *pulls out an excel sheet 10 mins into our first meeting to start calculating my cash flow and planning for things like holidays to marriage to dental appointments.” I have met more than 5 financial advisors, but all seemed to just want to “grow my wealth”. While that is important, I think understanding my wealth and giving me handles to manage it is much more important. At our age, really think financial literacy is the way to go. Syamim keeps up to date and is a really good teacher, even asked him if he considered being one. What he does is to give you the necessary knowledge to manage your own finances and make the most well informed decisions. Coming full circle, he is everything a financial advisor should be but usually isn’t - giving you good financial advise and lets you decide. What everyone else does is tell you how to grow your wealth, how to invest, how to beat inflation, another savings plan, another plan to diversify, or simply instilling some fear of the future to help you ‘invest’ early. So for all the lost souls and fresh graduates, Syamim is definitely the guy for you. I’ve actually never met anyone else who pulls out an excel sheet to plan my finances instead of drawing me some triangle, timeline or graph. He is open to teaching and advising those who already has insurance plans too, no strings attached!! So feel free to reach out. If you feel bad just get him a drink though he will probably tell you to wait till you gain enough income to buy him one :))

Haziqah (Healthcare worker)

Syamim was introduced to me by my sister when I raised some concern about my previous insurance plan. After sharing my previous plans to him, we set up a meeting. During the meeting, Syamim took the extra step to explained thoroughly about my previous plan which was not done properly by my previous agent. During the explanation, he made sure to give a better understanding between the plans, the benefits and drawbacks of each policy. He helped me in understanding my current financial state and adjusting to my needs with the policy I needed. He even went the extra mile in assisting to draw up a financial plan which would help to increase my wealth. While sharing the policy, Syamim is not aggressive - as compared to some agents - in trying to get me to sign up. He ensured that I thoroughly understands everything and gave me time to decide on which plans would be most suitable for me. Syamim has my utmost confidence in his genuineness to help his current and future clients. On top of that, he is readily available to answer any queries or doubts I have with regards to my policy. Thank you! Highly recommended.

Khalis (Technician)

I met Syamim with an open mind to know more about my finances and insurance. He is a friend of mine who I used to play futsal with. It was a non obligatory meet-up but he managed to catch my interest. I seriously recommend anyone who wants to know about finances, investments and financial planning in general to meet Syamim. I believe that many lack the knowledge on buying properties, investing and how important financial planning is. What really helped me was that Syamim did an in-depth break down of my expenditure and finances working up to retirement. He made sure that I was comfortable throughout the process. He did not try to hard sell anything and made it as though it was just a catch up session with an old friend. I can ask him anything regarding insurance to real estate to medical and he can answer me with his vast amount of knowledge. Even though he is a friend, he is very professional when it comes to my finances. I genuinely feel that anyone who is interested in building their future, should meet Syamim as you will have a broader sense of your finances as a whole and the importance of financial planning and insurance.

Zul (Civil Servant)

The most beneficial part of meeting Syamim is that he helped me calculate my cash flow clearly and gave advise from there on what are the actionable steps to take, including general tips such as ways to reduce expenses. I recommend this meeting to others as Syamim always has a personalised content to share with me. He always ask if I'm comfortable with a certain recommendation and gives alternatives if he sees me having a difficult time in making a decision. All in all, there is an element of legitimate care and concern abt my wellbeing and what the future holds for me shown by Syamim.