Xin Ni (Pharmacist) Syamim is one of the few financial advisors that go that extra mile. On top of being knowledgeable in the financial field, he:
* Patiently sits down with you through multiple sessions to understand your financial needs before sharing his recommendations
* Gives you a Holistic overview of your finances throughout your life after mapping it out with you, using easy to understand graphs and excel models (no overly complicated excel formulas involved!)
* Explains to you the different financial tools you can use (not limited to insurance policies only) to achieve your financial goals, taking to account your life circumstance and your goals , and ensures that you understands before embarking on anyone of them
* Takes to account your current insurance plans
* And most importantly, respects your final decision
I happen to just met Syamim at the point where I started to have quite a number of insurance policies and is not sure which are necessary, coupled with having huge expenses coming up in my life. Initially I didn't expect much from his sessions, but after each session, I seem to have gained new knowledge and understanding on my current financial situation, and is empowered to make right decisions.
I would definitely recommend Syamim to anyone who is looking for a person to properly guide them into managing their finances in their lives, as he doesn't see you as a customer/client, but treats you as a buddy that wants to help you with managing your finances. |