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.

Nadiah (Executive)

Meeting Syamim was one of the best financial decisions I’ve made. I first reached out after seeing mutual friends engage him as their advisor, mainly because I had no insurance and wanted proper guidance before two big life milestones — marriage and buying a house. The session was incredibly insightful, especially on insurance and financial planning. I had zero knowledge before, but Syamim explained everything clearly and helped me understand how to plan for both short- and long-term goals. What stood out most was his approach — he’s not pushy or sales-driven. Instead, he recommends plans that genuinely fit your budget, lifestyle, and goals. Syamim is detailed, professional, and genuinely cares about helping clients build a solid financial foundation for a better quality of life. I’d highly recommend meeting him to anyone looking to gain clarity and confidence in their finances.

Shafiq (Civil servant) & Hidayah (Healthcare)

Syamim has been a great help to our family when it comes to financial planning. Although we both knew each other personally, he showcased his professionalism and dedication in his work. He will always come prepared for the meet up sessions and has been excellent in planning for our future family goals. Syamim has made us understand better when it comes to insurance and investment and gives very good advice. He is definitely the modern day kind of financial advisor you would not want to miss out on. A very thoughtful and respectful individual too.

Ashik (Engineer)

Unlike the many financial advisors I have had meetings with, Syamim has never been pushy and is genuinely concerned about my financial needs and situation. With his cheerful demeanour, it's always a pleasure to have coffee with him and each time, I walk out having learnt something new. One thing that I admire about him is that he is always a text/phone call away and he attends to your queries immediately. I am actually very touched with his sincerity when he once told me that I wasn’t actually ready to purchase any protection plans yet and advised me to get a stable income first. I would have at least met 5-6 financial advisors before him and all of them were trying to get me to purchase something from them. If you want someone who is honest and transparent, Syamim is the right one!

Omar (Marketing)

Syamim he was referred to me by a few close friends who assured me that he would not be aggressive or very insistent, which was something that I have not liked when it came to previous experiences with financial advisors. Syamim's sharing was straightforward and easy to digest. The information that was put in front of me helped me to assess my current financial situation and helped me look ahead to chart my path. Syamim's sessions were very relaxing and he is very approachable as he is open to giving you honest advice, which I appreciate. This was very different than other sessions I had with other advisors. I would definitely recommend this meeting to others! If you have had bad experiences with other financial planners, put your preconceived notions aside and speak with Syamim, you might be pleasantly surprised!

Syafiq (Undergraduate)

My search for a financial advisor (FA) took almost a year. I was finding a financial advisor that was not only meticulous and effective but also down to earth. Syamim was a perfect fit and I never regretted taking up his services ever since then. Syamim knows what is best for his clients and ensures that his client’s expectations are met., Personal finance budget and goal setting was the most beneficial part of the meeting. Syamim analysed and took into consideration all of my finances. Documents were setup for a better visualisation of the plans. This allowed me to have a better understanding of my finances. As a student, there were limitations to the planning, but we managed to come up with a student friendly plan. All of the goals were revisited each year to ensure that I was on track. He was never shy of sharing any financial advice that would help me achieve my goals and also to improve my spending habits. I would definitely recommend this meeting to others.